Jones Financial Companies
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Jones Financial Companies’s Dolby DLB Stock Holding History

Jones Financial Companies’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$91.7K Buy
1,581
+1,507
+2,036% +$95.3K ﹤0.01% 2705
2025
Q4 		$4.75K Sell
74
-160
-68% -$10.7K ﹤0.01% 3531
2025
Q3 		$17K Buy
234
+54
+30% +$3.97K ﹤0.01% 2877
2025
Q2 		$13.4K Sell
180
-19
-10% -$1.42K ﹤0.01% 2765
2025
Q1 		$15.9K Buy
199
+21
+12% +$1.71K ﹤0.01% 2515
2024
Q4 		$13.9K Sell
178
-1
-0.6% -$76 ﹤0.01% 2396
2024
Q3 		$13.5K Buy
179
+56
+46% +$4.17K ﹤0.01% 2099
2024
Q2 		$9.72K Buy
123
+35
+40% +$2.81K ﹤0.01% 1765
2024
Q1 		$7.34K Buy
+88
New +$7.28K ﹤0.01% 1121
2021
Q1 		– Sell
-48
Closed -$5K – 794
2020
Q4 		$5K Buy
+48
New +$3.96K ﹤0.01% 500

Other funds holding DLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return