Jones Financial Companies
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Jones Financial Companies’s ESCO Technologies ESE Stock Holding History

Jones Financial Companies’s Portfolio ESE Stock Details ESE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Sell
6,164
-1,630
-21% -$510K ﹤0.01% 1557
2026
Q1 		$2.18M Buy
7,794
+7,126
+1,067% +$1.8M ﹤0.01% 1394
2025
Q4 		$131K Buy
668
+123
+23% +$25.9K ﹤0.01% 2114
2025
Q3 		$112K Buy
545
+70
+15% +$13.8K ﹤0.01% 2039
2025
Q2 		$92.4K Buy
475
+37
+8% +$6.32K ﹤0.01% 1969
2025
Q1 		$68.1K Buy
438
+150
+52% +$22.5K ﹤0.01% 1940
2024
Q4 		$38.4K Buy
288
+254
+747% +$34.5K ﹤0.01% 1984
2024
Q3 		$4.37K Buy
+34
New +$4.01K ﹤0.01% 2484
2022
Q3 		– Sell
-66
Closed -$5K – 589
2022
Q2 		$5K Buy
+66
New +$4.31K ﹤0.01% 544

Other funds holding ESE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Jones Financial Companies reduced its ESCO Technologies (ESE) stake by 21% in Q2 2026, selling an estimated $510K and leaving 6,164 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Jones Financial Companies first reported a position in ESE in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.18M in Q1 2026. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Jones Financial Companies held 6,164 shares of ESCO Technologies worth $2.1M as of Q2 2026.
  • Jones Financial Companies sold 1,630 ESCO Technologies shares in Q2 2026, an estimated $510K.
  • ESCO Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1557 holding.
  • Jones Financial Companies first reported a position in ESCO Technologies in Q2 2022 and has held it in 9 quarters since.
  • Jones Financial Companies's ESCO Technologies position peaked at $2.18M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

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