Jones Financial Companies
FUN icon

Jones Financial Companies’s Cedar Fair FUN Stock Holding History

Jones Financial Companies’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$184K Buy
11,111
+417
+4% +$7.04K ﹤0.01% 2433
2025
Q4 		$164K Buy
10,694
+1,873
+21% +$33.9K ﹤0.01% 2001
2025
Q3 		$193K Buy
8,821
+1,329
+18% +$35.3K ﹤0.01% 1798
2025
Q2 		$231K Buy
7,492
+5,220
+230% +$175K ﹤0.01% 1609
2025
Q1 		$80.5K Buy
2,272
+773
+52% +$32.9K ﹤0.01% 1868
2024
Q4 		$72.2K Buy
1,499
+259
+21% +$11.4K ﹤0.01% 1743
2024
Q3 		$50.4K Buy
1,240
+1,022
+469% +$46.8K ﹤0.01% 1630
2024
Q2 		$11.8K Sell
218
-1,982
-90% -$85.3K ﹤0.01% 1706
2024
Q1 		$92.2K Buy
+2,200
New +$89.6K ﹤0.01% 611
2022
Q3 		– Sell
-133
Closed -$6K – 605
2022
Q2 		$6K Buy
133
+46
+53% +$2.23K ﹤0.01% 527
2022
Q1 		$5K Buy
+87
New +$4.66K ﹤0.01% 577

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DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return