Jones Financial Companies
NICE icon

Jones Financial Companies’s Nice NICE Stock Holding History

Jones Financial Companies’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$654K Sell
6,039
-585
-9% -$66.8K ﹤0.01% 1911
2025
Q4 		$749K Sell
6,624
-95
-1% -$11.5K ﹤0.01% 1344
2025
Q3 		$979K Buy
6,719
+1,233
+22% +$185K ﹤0.01% 1142
2025
Q2 		$906K Buy
5,486
+1,852
+51% +$298K ﹤0.01% 1042
2025
Q1 		$565K Buy
3,634
+1,260
+53% +$202K ﹤0.01% 1080
2024
Q4 		$403K Buy
2,374
+1,022
+76% +$182K ﹤0.01% 1078
2024
Q3 		$232K Buy
1,352
+731
+118% +$126K ﹤0.01% 1083
2024
Q2 		$107K Buy
621
+557
+870% +$115K ﹤0.01% 1030
2024
Q1 		$16.7K Buy
64
+52
+433% +$11.8K ﹤0.01% 943
2023
Q4 		$2.39K Buy
+12
New +$2.16K ﹤0.01% 889
2022
Q1 		– Sell
-4
Closed -$1K – 793
2021
Q4 		$1K Buy
+4
New +$1.16K ﹤0.01% 736
2013
Q3 		– Sell
-130
Closed -$5K – 804
2013
Q2 		$5K Buy
+130
New +$4.7K ﹤0.01% 683

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return