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
Q2 		$65.3K Sell
3,125
-46,756
-94% -$1.03M ﹤0.01% 3009
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Jones Financial Companies reduced its Doximity (DOCS) stake by 94% in Q2 2026, selling an estimated $1.03M and leaving 3,125 shares worth $65.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Jones Financial Companies first reported a position in DOCS in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.18M in Q1 2026. 358 funds tracked by Wall St. Rank hold DOCS as of Q2 2026.

  • Jones Financial Companies held 3,125 shares of Doximity worth $65.3K as of Q2 2026.
  • Jones Financial Companies sold 46,756 Doximity shares in Q2 2026, an estimated $1.03M.
  • Doximity made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3009 holding.
  • Jones Financial Companies first reported a position in Doximity in Q2 2022 and has held it in 13 quarters since.
  • Jones Financial Companies's Doximity position peaked at $1.18M in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Doximity as of Q2 2026.

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