Jones Financial Companies
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Jones Financial Companies’s Goldman Sachs GS Stock Holding History

Jones Financial Companies’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174M Buy
170,305
+10,662
+7% +$10.4M 0.07% 146
2026
Q1 		$128M Buy
159,643
+113,703
+248% +$101M 0.06% 162
2025
Q4 		$40.4M Buy
45,940
+6,149
+15% +$5.02M 0.02% 206
2025
Q3 		$31.9M Buy
39,791
+5,975
+18% +$4.43M 0.02% 220
2025
Q2 		$23.4M Buy
33,816
+8,294
+32% +$4.81M 0.02% 233
2025
Q1 		$13.9M Buy
25,522
+5,765
+29% +$3.47M 0.01% 265
2024
Q4 		$11.3M Buy
19,757
+4,766
+32% +$2.66M 0.01% 242
2024
Q3 		$7.47M Buy
14,991
+7,202
+92% +$3.52M 0.01% 241
2024
Q2 		$3.52M Buy
7,789
+5,871
+306% +$2.58M ﹤0.01% 242
2024
Q1 		$801K Buy
1,918
+1,648
+610% +$640K ﹤0.01% 283
2023
Q4 		$104K Buy
270
+67
+33% +$22.4K ﹤0.01% 399
2023
Q3 		$65.7K Sell
203
-223
-52% -$74.5K ﹤0.01% 341
2023
Q2 		$137K Buy
426
+208
+95% +$68.4K ﹤0.01% 285
2023
Q1 		$71.3K Sell
218
-66
-23% -$23K ﹤0.01% 332
2022
Q4 		$98K Buy
284
+260
+1,083% +$90.5K ﹤0.01% 306
2022
Q3 		$7K Sell
24
-4
-14% -$1.3K ﹤0.01% 452
2022
Q2 		$8K Sell
28
-50
-64% -$15.6K ﹤0.01% 501
2022
Q1 		$26K Sell
78
-8
-9% -$2.83K ﹤0.01% 410
2021
Q4 		$33K Buy
86
+23
+37% +$9.11K ﹤0.01% 409
2021
Q3 		$24K Hold
63
– – ﹤0.01% 404
2021
Q2 		$24K Sell
63
-128
-67% -$45.8K ﹤0.01% 383
2021
Q1 		$62K Buy
191
+102
+115% +$31.8K ﹤0.01% 323
2020
Q4 		$23K Buy
+89
New +$19.8K ﹤0.01% 349
2013
Q4 		– Sell
-388
Closed -$61K – 367
2013
Q3 		$61K Sell
388
-41
-10% -$6.6K ﹤0.01% 276
2013
Q2 		$65K Buy
+429
New +$65.4K ﹤0.01% 296

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jones Financial Companies increased its Goldman Sachs (GS) stake by 6.7% in Q2 2026, buying an estimated $10.4M and bringing the position to 170,305 shares worth $174M. The position accounts for 0.07% of the portfolio, ranked #146.

Jones Financial Companies first reported a position in GS in Q2 2013 and has held it in 25 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Jones Financial Companies held 170,305 shares of Goldman Sachs worth $174M as of Q2 2026.
  • Jones Financial Companies bought 10,662 Goldman Sachs shares in Q2 2026, an estimated $10.4M.
  • Goldman Sachs made up 0.07% of Jones Financial Companies's portfolio in Q2 2026, its #146 holding.
  • Jones Financial Companies first reported a position in Goldman Sachs in Q2 2013 and has held it in 25 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

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