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
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 $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KA
KLCM Advisors Milwaukee, Wisconsin $1.19B AUM 34.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies's MCS Position: Q1 2026 in Review

Jones Financial Companies reduced its Marcus Corp (MCS) stake by 84% in Q1 2026, selling an estimated $13K and leaving 160 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Jones Financial Companies first reported a position in MCS in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.1K in Q4 2025. 134 funds tracked by Wall St. Rank hold MCS as of Q1 2026.

  • Jones Financial Companies held 160 shares of Marcus Corp worth $2.66K as of Q1 2026.
  • Jones Financial Companies sold 813 Marcus Corp shares in Q1 2026, an estimated $13K.
  • Marcus Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4071 holding.
  • Jones Financial Companies first reported a position in Marcus Corp in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Marcus Corp position peaked at $15.1K in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Marcus Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.