Jones Financial Companies
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Jones Financial Companies’s New Oriental EDU Stock Holding History

Jones Financial Companies’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63K Hold
100
– – ﹤0.01% 4122
2026
Q1 		$5.45K Hold
100
– – ﹤0.01% 3799
2025
Q4 		$5.5K Hold
100
– – ﹤0.01% 3458
2025
Q3 		$5.13K Buy
100
+75
+300% +$3.7K ﹤0.01% 3354
2025
Q2 		$1.35K Hold
25
– – ﹤0.01% 3584
2025
Q1 		$1.17K Hold
25
– – ﹤0.01% 3364
2024
Q4 		$1.6K Buy
+25
New +$1.6K ﹤0.01% 3047
2021
Q2 		– Sell
-28
Closed -$4K – 670
2021
Q1 		$4K Buy
+28
New +$4.89K ﹤0.01% 647

Other funds holding EDU

FBIL
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Jones Financial Companies held its New Oriental (EDU) position steady in Q2 2026 at 100 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4122.

Jones Financial Companies first reported a position in EDU in Q1 2021 and has held it in 8 quarters since. The position peaked at $5.5K in Q4 2025. 169 funds tracked by Wall St. Rank hold EDU as of Q2 2026.

  • Jones Financial Companies held 100 shares of New Oriental worth $4.63K as of Q2 2026.
  • Jones Financial Companies left its New Oriental share count unchanged in Q2 2026.
  • New Oriental made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4122 holding.
  • Jones Financial Companies first reported a position in New Oriental in Q1 2021 and has held it in 8 quarters since.
  • Jones Financial Companies's New Oriental position peaked at $5.5K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held New Oriental as of Q2 2026.

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