Jones Financial Companies
HLX icon

Jones Financial Companies’s Helix Energy Solutions HLX Stock Holding History

Jones Financial Companies’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.86K Hold
210
– – ﹤0.01% 4441
2026
Q1 		$2.12K Buy
210
+97
+86% +$826 ﹤0.01% 4135
2025
Q4 		$709 Hold
113
– – ﹤0.01% 4097
2025
Q3 		$786 Hold
113
– – ﹤0.01% 3953
2025
Q2 		$710 Buy
+113
New +$748 ﹤0.01% 3737

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jones Financial Companies held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 210 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #4441.

Jones Financial Companies first reported a position in HLX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.12K in Q1 2026. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Jones Financial Companies held 210 shares of Helix Energy Solutions worth $1.86K as of Q2 2026.
  • Jones Financial Companies left its Helix Energy Solutions share count unchanged in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4441 holding.
  • Jones Financial Companies first reported a position in Helix Energy Solutions in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Helix Energy Solutions position peaked at $2.12K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

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