Jones Financial Companies
IA

Jones Financial Companies’s Innovative Solutions & Support IA Stock Holding History

Jones Financial Companies’s Portfolio IA Stock Details IA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49K Buy
2,740
+1,569
+134% +$30.4K ﹤0.01% 3142
2026
Q1 		$25.2K Buy
1,171
+1,167
+29,175% +$27.1K ﹤0.01% 3204
2025
Q4 		$76 Buy
+4
New +$46 ﹤0.01% 4324

Other funds holding IA

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PAIM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

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

Jones Financial Companies increased its Innovative Solutions & Support (IA) stake by 134% in Q2 2026, buying an estimated $30.4K and bringing the position to 2,740 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #3142.

Jones Financial Companies first reported a position in IA in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold IA as of Q2 2026.

  • Jones Financial Companies held 2,740 shares of Innovative Solutions & Support worth $49K as of Q2 2026.
  • Jones Financial Companies bought 1,569 Innovative Solutions & Support shares in Q2 2026, an estimated $30.4K.
  • Innovative Solutions & Support made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3142 holding.
  • Jones Financial Companies first reported a position in Innovative Solutions & Support in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held Innovative Solutions & Support as of Q2 2026.

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