Jones Financial Companies
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Jones Financial Companies’s Eos Energy Enterprises EOSE Stock Holding History

Jones Financial Companies’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Sell
18,399
-11,799
-39% -$82K ﹤0.01% 2824
2026
Q1 		$147K Buy
30,198
+7,064
+31% +$75.9K ﹤0.01% 2512
2025
Q4 		$265K Buy
23,134
+9,689
+72% +$139K ﹤0.01% 1790
2025
Q3 		$136K Buy
13,445
+11,480
+584% +$78.5K ﹤0.01% 1941
2025
Q2 		$8.67K Sell
1,965
-25
-1% -$123 ﹤0.01% 2923
2025
Q1 		$7.84K Buy
1,990
+1,890
+1,890% +$9.21K ﹤0.01% 2808
2024
Q4 		$486 Buy
+100
New +$324 ﹤0.01% 3229

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies reduced its Eos Energy Enterprises (EOSE) stake by 39% in Q2 2026, selling an estimated $82K and leaving 18,399 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

Jones Financial Companies first reported a position in EOSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $265K in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Jones Financial Companies held 18,399 shares of Eos Energy Enterprises worth $109K as of Q2 2026.
  • Jones Financial Companies sold 11,799 Eos Energy Enterprises shares in Q2 2026, an estimated $82K.
  • Eos Energy Enterprises made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2824 holding.
  • Jones Financial Companies first reported a position in Eos Energy Enterprises in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Eos Energy Enterprises position peaked at $265K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

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