Jones Financial Companies
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Jones Financial Companies’s Malibu Boats MBUU Stock Holding History

Jones Financial Companies’s Portfolio MBUU Stock Details MBUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$118K Buy
4,098
+336
+9% +$8.94K ﹤0.01% 2801
2026
Q1 		$98.1K Sell
3,762
-42
-1% -$1.25K ﹤0.01% 2681
2025
Q4 		$107K Buy
3,804
+494
+15% +$14.3K ﹤0.01% 2193
2025
Q3 		$110K Buy
3,310
+335
+11% +$11.4K ﹤0.01% 2045
2025
Q2 		$95.9K Buy
2,975
+793
+36% +$23.9K ﹤0.01% 1956
2025
Q1 		$64.5K Buy
2,182
+2,092
+2,324% +$72.1K ﹤0.01% 1962
2024
Q4 		$3.38K Buy
+90
New +$3.73K ﹤0.01% 2873

Other funds holding MBUU

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
LHC
Lodge Hill Capital New York $596M AUM 24.4% 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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jones Financial Companies increased its Malibu Boats (MBUU) stake by 8.9% in Q2 2026, buying an estimated $8.94K and bringing the position to 4,098 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Jones Financial Companies first reported a position in MBUU in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold MBUU as of Q2 2026.

  • Jones Financial Companies held 4,098 shares of Malibu Boats worth $118K as of Q2 2026.
  • Jones Financial Companies bought 336 Malibu Boats shares in Q2 2026, an estimated $8.94K.
  • Malibu Boats made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2801 holding.
  • Jones Financial Companies first reported a position in Malibu Boats in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held Malibu Boats as of Q2 2026.

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