Jones Financial Companies
DOCS icon

Jones Financial Companies’s Doximity DOCS Stock Holding History

Jones Financial Companies’s Portfolio DOCS Stock Details DOCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Buy
49,881
+45,610
+1,068% +$1.42M ﹤0.01% 1650
2025
Q4 		$189K Buy
4,271
+1,049
+33% +$58.9K ﹤0.01% 1930
2025
Q3 		$240K Buy
3,222
+522
+19% +$34K ﹤0.01% 1718
2025
Q2 		$165K Buy
2,700
+1,809
+203% +$101K ﹤0.01% 1734
2025
Q1 		$52.1K Buy
891
+471
+112% +$29.7K ﹤0.01% 2045
2024
Q4 		$22.4K Sell
420
-42
-9% -$2.06K ﹤0.01% 2209
2024
Q3 		$19.8K Buy
462
+166
+56% +$5.54K ﹤0.01% 1954
2024
Q2 		$8.28K Buy
296
+12
+4% +$317 ﹤0.01% 1811
2024
Q1 		$7.64K Buy
284
+65
+30% +$1.85K ﹤0.01% 1112
2023
Q4 		$6.14K Buy
219
+160
+271% +$3.78K ﹤0.01% 738
2023
Q3 		$1.25K Buy
+59
New +$1.61K ﹤0.01% 610
2022
Q3 		– Sell
-10
Closed – – 578
2022
Q2 		$0 Buy
+10
New +$394 ﹤0.01% 752

Other funds holding DOCS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return