Jones Financial Companies
HCSG icon

Jones Financial Companies’s Healthcare Services Group HCSG Stock Holding History

Jones Financial Companies’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$389 Buy
+16
New +$338 ﹤0.01% 4794
2025
Q2 		– Sell
-22
Closed -$228 – 4084
2025
Q1 		$228 Buy
+22
New +$241 ﹤0.01% 3584

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Healthcare Services Group (HCSG) in Q2 2026: 16 shares worth $389. The stake represents ﹤0.01% of the portfolio and ranks #4794 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in HCSG as recently as Q1 2025.

Jones Financial Companies first reported a position in HCSG in Q1 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold HCSG as of Q2 2026.

  • Jones Financial Companies held 16 shares of Healthcare Services Group worth $389 as of Q2 2026.
  • Healthcare Services Group was a new Jones Financial Companies position in Q2 2026.
  • Healthcare Services Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4794 holding.
  • Jones Financial Companies first reported a position in Healthcare Services Group in Q1 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Healthcare Services Group as of Q2 2026.

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