Jones Financial Companies
HTO

Jones Financial Companies’s H2O America HTO Stock Holding History

Jones Financial Companies’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32K Buy
528
+39
+8% +$2.26K ﹤0.01% 3303
2026
Q1 		$28.3K Buy
489
+251
+105% +$13.7K ﹤0.01% 3153
2025
Q4 		$11.7K Hold
238
– – ﹤0.01% 3152
2025
Q3 		$11.5K Buy
238
+230
+2,875% +$11.5K ﹤0.01% 3024
2025
Q2 		$415 Buy
+8
New +$425 ﹤0.01% 3829

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Jones Financial Companies increased its H2O America (HTO) stake by 8% in Q2 2026, buying an estimated $2.26K and bringing the position to 528 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Jones Financial Companies first reported a position in HTO in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • Jones Financial Companies held 528 shares of H2O America worth $32K as of Q2 2026.
  • Jones Financial Companies bought 39 H2O America shares in Q2 2026, an estimated $2.26K.
  • H2O America made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3303 holding.
  • Jones Financial Companies first reported a position in H2O America in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

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