Jones Financial Companies
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Jones Financial Companies’s Ericsson ERIC Stock Holding History

Jones Financial Companies’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Buy
43,263
+24,984
+137% +$270K ﹤0.01% 2062
2025
Q4 		$176K Buy
18,279
+5,262
+40% +$49.8K ﹤0.01% 1962
2025
Q3 		$107K Buy
13,017
+1,441
+12% +$11.3K ﹤0.01% 2061
2025
Q2 		$97.7K Buy
11,576
+3,219
+39% +$26.5K ﹤0.01% 1947
2025
Q1 		$65K Sell
8,357
-4,567
-35% -$36.9K ﹤0.01% 1955
2024
Q4 		$104K Buy
12,924
+2,436
+23% +$19.8K ﹤0.01% 1611
2024
Q3 		$80.8K Buy
10,488
+4,175
+66% +$29.2K ﹤0.01% 1473
2024
Q2 		$39K Buy
+6,313
New +$35.3K ﹤0.01% 1340
2013
Q4 		– Sell
-997
Closed -$13K – 332
2013
Q3 		$13K Sell
997
-7,604
-88% -$94.3K ﹤0.01% 479
2013
Q2 		$97K Buy
+8,601
New +$103K ﹤0.01% 261

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies's ERIC Position: Q1 2026 in Review

Jones Financial Companies increased its Ericsson (ERIC) stake by 137% in Q1 2026, buying an estimated $270K and bringing the position to 43,263 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Jones Financial Companies first reported a position in ERIC in Q2 2013 and has held it in 10 quarters since. 373 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • Jones Financial Companies held 43,263 shares of Ericsson worth $482K as of Q1 2026.
  • Jones Financial Companies bought 24,984 Ericsson shares in Q1 2026, an estimated $270K.
  • Ericsson made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2062 holding.
  • Jones Financial Companies first reported a position in Ericsson in Q2 2013 and has held it in 10 quarters since.
  • 373 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.