Jones Financial Companies
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Jones Financial Companies’s Crane NXT CXT Stock Holding History

Jones Financial Companies’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60K Buy
1,459
+262
+22% +$12.7K ﹤0.01% 2883
2025
Q4 		$56.3K Buy
1,197
+721
+151% +$42.6K ﹤0.01% 2461
2025
Q3 		$31K Buy
476
+97
+26% +$5.78K ﹤0.01% 2576
2025
Q2 		$20.4K Sell
379
-18
-5% -$917 ﹤0.01% 2579
2025
Q1 		$20.4K Buy
397
+72
+22% +$4.22K ﹤0.01% 2424
2024
Q4 		$18.9K Buy
325
+71
+28% +$4.08K ﹤0.01% 2282
2024
Q3 		$14.2K Buy
254
+142
+127% +$8.25K ﹤0.01% 2075
2024
Q2 		$6.88K Buy
+112
New +$6.86K ﹤0.01% 1871
2021
Q2 		– Sell
-835
Closed -$27K – 659
2021
Q1 		$27K Buy
+835
New +$24.8K ﹤0.01% 423

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return