Jones Financial Companies
LRN icon

Jones Financial Companies’s Stride LRN Stock Holding History

Jones Financial Companies’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.21M Buy
14,184
+12,844
+959% +$1.04M ﹤0.01% 1640
2025
Q4 		$87K Sell
1,340
-428
-24% -$38.9K ﹤0.01% 2265
2025
Q3 		$262K Buy
1,768
+66
+4% +$9.68K ﹤0.01% 1677
2025
Q2 		$248K Buy
1,702
+999
+142% +$145K ﹤0.01% 1569
2025
Q1 		$88.7K Buy
703
+249
+55% +$31.5K ﹤0.01% 1829
2024
Q4 		$47.2K Sell
454
-100
-18% -$9.51K ﹤0.01% 1904
2024
Q3 		$46.5K Buy
554
+500
+926% +$38.6K ﹤0.01% 1670
2024
Q2 		$3.81K Buy
+54
New +$3.6K ﹤0.01% 2006

Other funds holding LRN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return