Jones Financial Companies
EXPO icon

Jones Financial Companies’s Exponent EXPO Stock Holding History

Jones Financial Companies’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.9K Buy
1,488
+1,401
+1,610% +$99.6K ﹤0.01% 2691
2025
Q4 		$6.04K Sell
87
-177
-67% -$12.4K ﹤0.01% 3425
2025
Q3 		$18.3K Buy
264
+31
+13% +$2.21K ﹤0.01% 2842
2025
Q2 		$17.3K Buy
233
+4
+2% +$310 ﹤0.01% 2665
2025
Q1 		$18.8K Buy
229
+7
+3% +$610 ﹤0.01% 2457
2024
Q4 		$19.8K Buy
222
+192
+640% +$19.3K ﹤0.01% 2269
2024
Q3 		$3.4K Buy
+30
New +$3.14K ﹤0.01% 2547
2022
Q3 		– Sell
-10
Closed -$1K – 595
2022
Q2 		$1K Buy
+10
New +$942 ﹤0.01% 635
2021
Q1 		– Sell
-19
Closed -$2K – 802
2020
Q4 		$2K Buy
+19
New +$1.51K ﹤0.01% 596

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return