Jones Financial Companies
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Jones Financial Companies’s Amdocs DOX Stock Holding History

Jones Financial Companies’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89K Sell
1,712
-315
-16% -$19.3K ﹤0.01% 2900
2026
Q1 		$130K Buy
2,027
+589
+41% +$43.1K ﹤0.01% 2558
2025
Q4 		$116K Sell
1,438
-30
-2% -$2.41K ﹤0.01% 2164
2025
Q3 		$120K Buy
1,468
+216
+17% +$18.7K ﹤0.01% 2005
2025
Q2 		$114K Buy
1,252
+128
+11% +$11.4K ﹤0.01% 1881
2025
Q1 		$102K Buy
1,124
+707
+170% +$61.7K ﹤0.01% 1766
2024
Q4 		$35.5K Buy
+417
New +$36.6K ﹤0.01% 2015
2024
Q3 		– Sell
-354
Closed -$28K – 3043
2024
Q2 		$28K Buy
354
+301
+568% +$24.7K ﹤0.01% 1447
2024
Q1 		$4.79K Buy
+53
New +$4.83K ﹤0.01% 1174
2022
Q3 		– Sell
-75
Closed -$6K – 580
2022
Q2 		$6K Sell
75
-59
-44% -$4.86K ﹤0.01% 524
2022
Q1 		$11K Hold
134
– – ﹤0.01% 498
2021
Q4 		$10K Hold
134
– – ﹤0.01% 549
2021
Q3 		$10K Hold
134
– – ﹤0.01% 496
2021
Q2 		$10K Buy
134
+59
+79% +$4.56K ﹤0.01% 473
2021
Q1 		$5K Sell
75
-33
-31% -$2.49K ﹤0.01% 615
2020
Q4 		$8K Buy
+108
New +$6.78K ﹤0.01% 452

Other funds holding DOX

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Jones Financial Companies reduced its Amdocs (DOX) stake by 16% in Q2 2026, selling an estimated $19.3K and leaving 1,712 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #2900.

Jones Financial Companies first reported a position in DOX in Q4 2020 and has held it in 16 quarters since. The position peaked at $130K in Q1 2026. 448 funds tracked by Wall St. Rank hold DOX as of Q2 2026.

  • Jones Financial Companies held 1,712 shares of Amdocs worth $89K as of Q2 2026.
  • Jones Financial Companies sold 315 Amdocs shares in Q2 2026, an estimated $19.3K.
  • Amdocs made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2900 holding.
  • Jones Financial Companies first reported a position in Amdocs in Q4 2020 and has held it in 16 quarters since.
  • Jones Financial Companies's Amdocs position peaked at $130K in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Amdocs as of Q2 2026.

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