Jones Financial Companies
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Jones Financial Companies’s Marcus Corp MCS Stock Holding History

Jones Financial Companies’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4K Buy
161
+1
+0.6% +$20 ﹤0.01% 4195
2026
Q1 		$2.66K Sell
160
-813
-84% -$13K ﹤0.01% 4071
2025
Q4 		$15.1K Buy
973
+330
+51% +$4.91K ﹤0.01% 3049
2025
Q3 		$10.1K Sell
643
-1
-0.2% -$16 ﹤0.01% 3076
2025
Q2 		$10.9K Buy
+644
New +$10.9K ﹤0.01% 2841

Other funds holding MCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.27B AUM 31.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 MCS Position: Q2 2026 in Review

Jones Financial Companies increased its Marcus Corp (MCS) stake by 0.63% in Q2 2026, buying an estimated $20 and bringing the position to 161 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4195.

Jones Financial Companies first reported a position in MCS in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.1K in Q4 2025. 139 funds tracked by Wall St. Rank hold MCS as of Q2 2026.

  • Jones Financial Companies held 161 shares of Marcus Corp worth $4K as of Q2 2026.
  • Jones Financial Companies bought 1 Marcus Corp share in Q2 2026, an estimated $20.
  • Marcus Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4195 holding.
  • Jones Financial Companies first reported a position in Marcus Corp in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Marcus Corp position peaked at $15.1K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2026.

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