Jones Financial Companies
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Jones Financial Companies’s Dakota Gold DC Stock Holding History

Jones Financial Companies’s Portfolio DC Stock Details DC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1K Sell
5,437
-2,447
-31% -$13.2K ﹤0.01% 3443
2026
Q1 		$36K Sell
7,884
-92
-1% -$544 ﹤0.01% 3069
2025
Q4 		$45.3K Buy
7,976
+4,052
+103% +$19.5K ﹤0.01% 2573
2025
Q3 		$18.3K Hold
3,924
– – ﹤0.01% 2844
2025
Q2 		$14.8K Hold
3,924
– – ﹤0.01% 2721
2025
Q1 		$10.3K Hold
3,924
– – ﹤0.01% 2686
2024
Q4 		$8.63K Hold
3,924
– – ﹤0.01% 2577
2024
Q3 		$9.34K Buy
3,924
+1,424
+57% +$3.26K ﹤0.01% 2235
2024
Q2 		$6.38K Buy
+2,500
New +$6.65K ﹤0.01% 1890

Other funds holding DC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ORP
Orion Resource Partners New York $219M AUM 85.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $290M AUM 55.12% 1-Year Est. Return

Jones Financial Companies's DC Position: Q2 2026 in Review

Jones Financial Companies reduced its Dakota Gold (DC) stake by 31% in Q2 2026, selling an estimated $13.2K and leaving 5,437 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

Jones Financial Companies first reported a position in DC in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.3K in Q4 2025. 182 funds tracked by Wall St. Rank hold DC as of Q2 2026.

  • Jones Financial Companies held 5,437 shares of Dakota Gold worth $23.1K as of Q2 2026.
  • Jones Financial Companies sold 2,447 Dakota Gold shares in Q2 2026, an estimated $13.2K.
  • Dakota Gold made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3443 holding.
  • Jones Financial Companies first reported a position in Dakota Gold in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Dakota Gold position peaked at $45.3K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.