Jones Financial Companies
HI

Jones Financial Companies’s Hillenbrand HI Stock Holding History

Jones Financial Companies’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,352
Closed -$42.9K – 4820
2025
Q4 		$42.9K Buy
1,352
+534
+65% +$16.5K ﹤0.01% 2599
2025
Q3 		$21.3K Buy
818
+341
+71% +$8K ﹤0.01% 2769
2025
Q2 		$9.74K Sell
477
-39
-8% -$811 ﹤0.01% 2887
2025
Q1 		$12.9K Hold
516
– – ﹤0.01% 2601
2024
Q4 		$15.9K Buy
516
+466
+932% +$14.1K ﹤0.01% 2343
2024
Q3 		$1.39K Sell
50
-38
-43% -$1.34K ﹤0.01% 2750
2024
Q2 		$3.51K Buy
+88
New +$3.97K ﹤0.01% 2027
2022
Q3 		– Sell
-200
Closed -$8K – 617
2022
Q2 		$8K Buy
+200
New +$8.35K ﹤0.01% 502

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's HI Position: Q1 2026 in Review

Jones Financial Companies sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 1,352 shares — an estimated $42.9K sold.

Jones Financial Companies first reported a position in HI in Q2 2022 and held it in 8 quarters. The position peaked at $42.9K in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • Jones Financial Companies reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,352 Hillenbrand shares in Q1 2026, an estimated $42.9K.
  • Jones Financial Companies first reported a position in Hillenbrand in Q2 2022 and held it in 8 quarters.
  • Jones Financial Companies's Hillenbrand position peaked at $42.9K in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.