Jones Financial Companies
MORN icon

Jones Financial Companies’s Morningstar MORN Stock Holding History

Jones Financial Companies’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Sell
9,548
-3,753
-28% -$652K ﹤0.01% 1700
2026
Q1 		$2.09M Buy
13,301
+12,886
+3,105% +$2.39M ﹤0.01% 1415
2025
Q4 		$90.2K Buy
415
+322
+346% +$69.7K ﹤0.01% 2252
2025
Q3 		$21.8K Buy
+93
New +$24.8K ﹤0.01% 2758
2025
Q2 		– Sell
-61
Closed -$18.1K – 4123
2025
Q1 		$18.1K Hold
61
– – ﹤0.01% 2475
2024
Q4 		$20.5K Hold
61
– – ﹤0.01% 2248
2024
Q3 		$19.4K Buy
61
+18
+42% +$5.59K ﹤0.01% 1961
2024
Q2 		$12.7K Buy
43
+5
+13% +$1.48K ﹤0.01% 1680
2024
Q1 		$11.7K Buy
+38
New +$10.9K ﹤0.01% 1029
2022
Q2 		– Sell
-100
Closed -$27K – 803
2022
Q1 		$27K Buy
+100
New +$28.3K ﹤0.01% 405

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AQR Capital Management
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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Geode Capital Management
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Dimensional Fund Advisors
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Jones Financial Companies's MORN Position: Q2 2026 in Review

Jones Financial Companies reduced its Morningstar (MORN) stake by 28% in Q2 2026, selling an estimated $652K and leaving 9,548 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Jones Financial Companies first reported a position in MORN in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.09M in Q1 2026. 419 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Jones Financial Companies held 9,548 shares of Morningstar worth $1.48M as of Q2 2026.
  • Jones Financial Companies sold 3,753 Morningstar shares in Q2 2026, an estimated $652K.
  • Morningstar made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1700 holding.
  • Jones Financial Companies first reported a position in Morningstar in Q1 2022 and has held it in 10 quarters since.
  • Jones Financial Companies's Morningstar position peaked at $2.09M in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

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