Jones Financial Companies
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Jones Financial Companies’s IPG Photonics IPGP Stock Holding History

Jones Financial Companies’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.3K Buy
469
+403
+611% +$46.3K ﹤0.01% 3126
2026
Q1 		$7.64K Buy
66
+31
+89% +$3.37K ﹤0.01% 3676
2025
Q4 		$2.51K Buy
+35
New +$2.86K ﹤0.01% 3757
2021
Q1 		– Sell
-7
Closed -$2K – 817
2020
Q4 		$2K Buy
+7
New +$1.4K ﹤0.01% 607
2013
Q3 		– Sell
-155
Closed -$9K – 776
2013
Q2 		$9K Buy
+155
New +$9.47K ﹤0.01% 608

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies increased its IPG Photonics (IPGP) stake by 611% in Q2 2026, buying an estimated $46.3K and bringing the position to 469 shares worth $50.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Jones Financial Companies first reported a position in IPGP in Q2 2013 and has held it in 5 quarters since. 358 funds tracked by Wall St. Rank hold IPGP as of Q2 2026.

  • Jones Financial Companies held 469 shares of IPG Photonics worth $50.3K as of Q2 2026.
  • Jones Financial Companies bought 403 IPG Photonics shares in Q2 2026, an estimated $46.3K.
  • IPG Photonics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3126 holding.
  • Jones Financial Companies first reported a position in IPG Photonics in Q2 2013 and has held it in 5 quarters since.
  • 358 funds tracked by Wall St. Rank held IPG Photonics as of Q2 2026.

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