Jones Financial Companies
MIDD icon

Jones Financial Companies’s Middleby MIDD Stock Holding History

Jones Financial Companies’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.6M Buy
182,448
+31,513
+21% +$4.75M 0.01% 531
2026
Q1 		$19.4M Buy
150,935
+149,730
+12,426% +$22.7M 0.01% 597
2025
Q4 		$179K Buy
1,205
+94
+8% +$12.3K ﹤0.01% 1953
2025
Q3 		$148K Buy
1,111
+35
+3% +$4.86K ﹤0.01% 1908
2025
Q2 		$156K Buy
1,076
+8
+0.7% +$1.13K ﹤0.01% 1760
2025
Q1 		$163K Buy
1,068
+306
+40% +$48K ﹤0.01% 1573
2024
Q4 		$103K Buy
762
+565
+287% +$77.9K ﹤0.01% 1617
2024
Q3 		$27.9K Buy
+197
New +$26.5K ﹤0.01% 1842

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies increased its Middleby (MIDD) stake by 21% in Q2 2026, buying an estimated $4.75M and bringing the position to 182,448 shares worth $31.6M. The position accounts for 0.01% of the portfolio, ranked #531.

Jones Financial Companies first reported a position in MIDD in Q3 2024 and has held it in 8 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Jones Financial Companies held 182,448 shares of Middleby worth $31.6M as of Q2 2026.
  • Jones Financial Companies bought 31,513 Middleby shares in Q2 2026, an estimated $4.75M.
  • Middleby made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #531 holding.
  • Jones Financial Companies first reported a position in Middleby in Q3 2024 and has held it in 8 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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