Jones Financial Companies
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Jones Financial Companies’s Hyster-Yale Materials Handling HY Stock Holding History

Jones Financial Companies’s Portfolio HY Stock Details HY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9K Buy
301
+15
+5% +$545 ﹤0.01% 3758
2026
Q1 		$9.22K Buy
286
+147
+106% +$5.04K ﹤0.01% 3613
2025
Q4 		$4.13K Buy
139
+53
+62% +$1.75K ﹤0.01% 3575
2025
Q3 		$3.19K Sell
86
-60
-41% -$2.34K ﹤0.01% 3534
2025
Q2 		$5.86K Buy
146
+106
+265% +$4.22K ﹤0.01% 3084
2025
Q1 		$1.67K Hold
40
– – ﹤0.01% 3288
2024
Q4 		$2.04K Buy
+40
New +$2.34K ﹤0.01% 2995

Other funds holding HY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
V
ValueWorks New York $479M AUM 117.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Jones Financial Companies increased its Hyster-Yale Materials Handling (HY) stake by 5.2% in Q2 2026, buying an estimated $545 and bringing the position to 301 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3758.

Jones Financial Companies first reported a position in HY in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold HY as of Q2 2026.

  • Jones Financial Companies held 301 shares of Hyster-Yale Materials Handling worth $10.9K as of Q2 2026.
  • Jones Financial Companies bought 15 Hyster-Yale Materials Handling shares in Q2 2026, an estimated $545.
  • Hyster-Yale Materials Handling made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3758 holding.
  • Jones Financial Companies first reported a position in Hyster-Yale Materials Handling in Q4 2024 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held Hyster-Yale Materials Handling as of Q2 2026.

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