Jones Financial Companies
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Jones Financial Companies’s Heartland Express HTLD Stock Holding History

Jones Financial Companies’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7K Buy
+1,659
New +$22.5K ﹤0.01% 3401
2025
Q1 		– Sell
-254
Closed -$2.85K – 3783
2024
Q4 		$2.85K Hold
254
– – ﹤0.01% 2921
2024
Q3 		$3.07K Buy
+254
New +$3.12K ﹤0.01% 2572

Other funds holding HTLD

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Heartland Express (HTLD) in Q2 2026: 1,659 shares worth $25.7K. The stake represents ﹤0.01% of the portfolio and ranks #3401 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in HTLD as recently as Q4 2024.

Jones Financial Companies first reported a position in HTLD in Q3 2024 and has held it in 3 quarters since. 199 funds tracked by Wall St. Rank hold HTLD as of Q2 2026.

  • Jones Financial Companies held 1,659 shares of Heartland Express worth $25.7K as of Q2 2026.
  • Heartland Express was a new Jones Financial Companies position in Q2 2026.
  • Heartland Express made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3401 holding.
  • Jones Financial Companies first reported a position in Heartland Express in Q3 2024 and has held it in 3 quarters since.
  • 199 funds tracked by Wall St. Rank held Heartland Express as of Q2 2026.

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