Jones Financial Companies
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Jones Financial Companies’s Mistras Group MG Stock Holding History

Jones Financial Companies’s Portfolio MG Stock Details MG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.6K Hold
3,676
– – ﹤0.01% 2935
2025
Q4 		$46.5K Buy
3,676
+250
+7% +$2.82K ﹤0.01% 2561
2025
Q3 		$33.2K Buy
+3,426
New +$30.5K ﹤0.01% 2553

Other funds holding MG

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WCM
Weber Capital Management San Francisco, California $100M AUM
IH
IES Holdings Houston, Texas $214M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
CC
Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

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

Jones Financial Companies held its Mistras Group (MG) position steady in Q1 2026 at 3,676 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Jones Financial Companies first reported a position in MG in Q3 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold MG as of Q1 2026.

  • Jones Financial Companies held 3,676 shares of Mistras Group worth $53.6K as of Q1 2026.
  • Jones Financial Companies left its Mistras Group share count unchanged in Q1 2026.
  • Mistras Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2935 holding.
  • Jones Financial Companies first reported a position in Mistras Group in Q3 2025 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Mistras Group as of Q1 2026.

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