Jones Financial Companies
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Jones Financial Companies’s Eagle Materials EXP Stock Holding History

Jones Financial Companies’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.06M Buy
22,272
+21,744
+4,118% +$4.63M ﹤0.01% 1154
2025
Q4 		$109K Buy
528
+44
+9% +$9.71K ﹤0.01% 2188
2025
Q3 		$112K Buy
484
+206
+74% +$46.7K ﹤0.01% 2038
2025
Q2 		$56.9K Buy
278
+48
+21% +$10.3K ﹤0.01% 2177
2025
Q1 		$50.8K Buy
230
+175
+318% +$41.5K ﹤0.01% 2056
2024
Q4 		$13.5K Buy
55
+41
+293% +$11.8K ﹤0.01% 2403
2024
Q3 		$4.01K Hold
14
– – ﹤0.01% 2505
2024
Q2 		$3.04K Buy
+14
New +$3.43K ﹤0.01% 2069
2022
Q3 		– Sell
-10
Closed -$1K – 593
2022
Q2 		$1K Buy
+10
New +$1.23K ﹤0.01% 633

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return