Jones Financial Companies
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Jones Financial Companies’s Holley HLLY Stock Holding History

Jones Financial Companies’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45K Buy
573
+223
+64% +$633 ﹤0.01% 4510
2026
Q1 		$1.02K Buy
+350
New +$1.33K ﹤0.01% 4341
2024
Q4 		– Sell
-218
Closed -$661 – 3458
2024
Q3 		$661 Buy
+218
New +$731 ﹤0.01% 2860

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return

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

Jones Financial Companies increased its Holley (HLLY) stake by 64% in Q2 2026, buying an estimated $633 and bringing the position to 573 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4510.

Jones Financial Companies first reported a position in HLLY in Q3 2024 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold HLLY as of Q2 2026.

  • Jones Financial Companies held 573 shares of Holley worth $1.45K as of Q2 2026.
  • Jones Financial Companies bought 223 Holley shares in Q2 2026, an estimated $633.
  • Holley made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4510 holding.
  • Jones Financial Companies first reported a position in Holley in Q3 2024 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Holley as of Q2 2026.

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