Jones Financial Companies
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Jones Financial Companies’s Moelis & Co MC Stock Holding History

Jones Financial Companies’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110M Buy
1,709,578
+419,038
+32% +$27.5M 0.04% 228
2026
Q1 		$70.1M Buy
1,290,540
+1,288,222
+55,575% +$83.7M 0.03% 269
2025
Q4 		$159K Buy
2,318
+694
+43% +$46.3K ﹤0.01% 2011
2025
Q3 		$118K Buy
1,624
+210
+15% +$15K ﹤0.01% 2020
2025
Q2 		$89K Buy
1,414
+442
+45% +$24.8K ﹤0.01% 1981
2025
Q1 		$56.3K Buy
972
+150
+18% +$10.6K ﹤0.01% 2013
2024
Q4 		$60.7K Buy
822
+491
+148% +$35.5K ﹤0.01% 1801
2024
Q3 		$22.8K Buy
331
+142
+75% +$9.17K ﹤0.01% 1915
2024
Q2 		$10.7K Buy
+189
New +$10.2K ﹤0.01% 1740
2022
Q1 		– Sell
-309
Closed -$19K – 785
2021
Q4 		$19K Hold
309
– – ﹤0.01% 468
2021
Q3 		$19K Hold
309
– – ﹤0.01% 433
2021
Q2 		$18K Hold
309
– – ﹤0.01% 415
2021
Q1 		$17K Buy
+309
New +$16.6K ﹤0.01% 474

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jones Financial Companies increased its Moelis & Co (MC) stake by 32% in Q2 2026, buying an estimated $27.5M and bringing the position to 1,709,578 shares worth $110M. The position accounts for 0.04% of the portfolio, ranked #228.

Jones Financial Companies first reported a position in MC in Q1 2021 and has held it in 13 quarters since. 394 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • Jones Financial Companies held 1,709,578 shares of Moelis & Co worth $110M as of Q2 2026.
  • Jones Financial Companies bought 419,038 Moelis & Co shares in Q2 2026, an estimated $27.5M.
  • Moelis & Co made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #228 holding.
  • Jones Financial Companies first reported a position in Moelis & Co in Q1 2021 and has held it in 13 quarters since.
  • 394 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

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