Jones Financial Companies’s MarketWise MKTW Stock Holding History

Jones Financial Companies’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,836	Closed	-$35.1K	–	5104
2026 Q1	$35.1K	Buy	+1,836	New	+$28.4K	﹤0.01%	3076

Other funds holding MKTW

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SRB

Sid R. Bass $2.6M AUM

Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $350M AUM 24.14% 1-Year Est. Return

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

Jones Financial Companies sold out of MarketWise (MKTW) in Q2 2026, closing a stake of 1,836 shares — an estimated $35.1K sold.

Jones Financial Companies first reported a position in MKTW in Q1 2026 and held it in 1 quarter. The position peaked at $35.1K in Q1 2026. 50 funds tracked by Wall St. Rank hold MKTW as of Q2 2026.

Jones Financial Companies reported no remaining MarketWise position as of Q2 2026 after selling out during the quarter.
Jones Financial Companies sold 1,836 MarketWise shares in Q2 2026, an estimated $35.1K.
Jones Financial Companies first reported a position in MarketWise in Q1 2026 and held it in 1 quarter.
Jones Financial Companies's MarketWise position peaked at $35.1K in Q1 2026.
50 funds tracked by Wall St. Rank held MarketWise as of Q2 2026.

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