Jones Financial Companies
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Jones Financial Companies’s Guidewire Software GWRE Stock Holding History

Jones Financial Companies’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.29M Buy
50,376
+45,845
+1,012% +$6.98M ﹤0.01% 937
2025
Q4 		$911K Sell
4,531
-1,981
-30% -$438K ﹤0.01% 1270
2025
Q3 		$1.5M Buy
6,512
+2,853
+78% +$649K ﹤0.01% 972
2025
Q2 		$861K Buy
3,659
+691
+23% +$148K ﹤0.01% 1062
2025
Q1 		$556K Sell
2,968
-43
-1% -$8.36K ﹤0.01% 1088
2024
Q4 		$508K Buy
3,011
+33
+1% +$6.17K ﹤0.01% 995
2024
Q3 		$530K Buy
2,978
+479
+19% +$72.8K ﹤0.01% 800
2024
Q2 		$345K Buy
2,499
+1,407
+129% +$169K ﹤0.01% 659
2024
Q1 		$127K Buy
1,092
+568
+108% +$64.9K ﹤0.01% 543
2023
Q4 		$57.1K Buy
+524
New +$50K ﹤0.01% 455
2022
Q1 		– Sell
-12
Closed -$1K – 747
2021
Q4 		$1K Buy
+12
New +$1.42K ﹤0.01% 732

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