Jones Financial Companies
MSCI icon

Jones Financial Companies’s MSCI MSCI Stock Holding History

Jones Financial Companies’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Buy
35,328
+4,360
+14% +$2.54M 0.01% 675
2026
Q1 		$16.2M Buy
30,968
+19,960
+181% +$11.3M 0.01% 661
2025
Q4 		$6.32M Buy
11,008
+1,197
+12% +$671K ﹤0.01% 572
2025
Q3 		$5.55M Buy
9,811
+2,049
+26% +$1.16M ﹤0.01% 543
2025
Q2 		$4.47M Buy
7,762
+2,249
+41% +$1.24M ﹤0.01% 528
2025
Q1 		$3.08M Buy
5,513
+2,276
+70% +$1.32M ﹤0.01% 538
2024
Q4 		$1.94M Buy
3,237
+1,739
+116% +$1.04M ﹤0.01% 566
2024
Q3 		$863K Buy
1,498
+923
+161% +$500K ﹤0.01% 646
2024
Q2 		$277K Buy
575
+526
+1,073% +$261K ﹤0.01% 732
2024
Q1 		$27.5K Buy
49
+41
+513% +$23K ﹤0.01% 840
2023
Q4 		$4.53K Buy
+8
New +$4.13K ﹤0.01% 772
2023
Q1 		– Sell
-10
Closed -$5K – 701
2022
Q4 		$5K Buy
+10
New +$4.65K ﹤0.01% 544
2021
Q2 		– Sell
-9
Closed -$4K – 735
2021
Q1 		$4K Buy
+9
New +$3.78K ﹤0.01% 659

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Jones Financial Companies increased its MSCI (MSCI) stake by 14% in Q2 2026, buying an estimated $2.54M and bringing the position to 35,328 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #675.

Jones Financial Companies first reported a position in MSCI in Q1 2021 and has held it in 13 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Jones Financial Companies held 35,328 shares of MSCI worth $19.6M as of Q2 2026.
  • Jones Financial Companies bought 4,360 MSCI shares in Q2 2026, an estimated $2.54M.
  • MSCI made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #675 holding.
  • Jones Financial Companies first reported a position in MSCI in Q1 2021 and has held it in 13 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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