Jones Financial Companies’s NIO NIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$135K	Buy	27,711 +6,121	+28%	+$35.7K	﹤0.01%	2736
2026 Q1	$115K	Sell	21,590 -17,885	-45%	-$90.3K	﹤0.01%	2616
2025 Q4	$201K	Buy	39,475 +12,217	+45%	+$75.4K	﹤0.01%	1912
2025 Q3	$192K	Sell	27,258 -14,102	-34%	-$76K	﹤0.01%	1802
2025 Q2	$143K	Buy	41,360 +28,948	+233%	+$108K	﹤0.01%	1785
2025 Q1	$46.5K	Buy	12,412 +4,793	+63%	+$21.1K	﹤0.01%	2093
2024 Q4	$33.2K	Buy	7,619 +4,332	+132%	+$22K	﹤0.01%	2051
2024 Q3	$21.4K	Buy	3,287 +1,953	+146%	+$8.98K	﹤0.01%	1935
2024 Q2	$5.55K	Buy	1,334 +1,234	+1,234%	+$5.84K	﹤0.01%	1916
2024 Q1	$450	Buy	+100	New	+$603	﹤0.01%	1338

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Jones Financial Companies increased its NIO (NIO) stake by 28% in Q2 2026, buying an estimated $35.7K and bringing the position to 27,711 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Jones Financial Companies first reported a position in NIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $201K in Q4 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Jones Financial Companies held 27,711 shares of NIO worth $135K as of Q2 2026.
Jones Financial Companies bought 6,121 NIO shares in Q2 2026, an estimated $35.7K.
NIO made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2736 holding.
Jones Financial Companies first reported a position in NIO in Q1 2024 and has held it in 10 quarters since.
Jones Financial Companies's NIO position peaked at $201K in Q4 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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