Jones Financial Companies
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Jones Financial Companies’s Insperity NSP Stock Holding History

Jones Financial Companies’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1M Buy
534,426
+345,579
+183% +$11.3M 0.01% 640
2026
Q1 		$5M Buy
188,847
+188,113
+25,628% +$6.05M ﹤0.01% 1074
2025
Q4 		$28.4K Sell
734
-21
-3% -$839 ﹤0.01% 2788
2025
Q3 		$37.3K Buy
755
+138
+22% +$7.56K ﹤0.01% 2505
2025
Q2 		$36.6K Buy
617
+179
+41% +$12.5K ﹤0.01% 2347
2025
Q1 		$38.5K Buy
438
+88
+25% +$7.31K ﹤0.01% 2168
2024
Q4 		$27.1K Buy
350
+291
+493% +$23.6K ﹤0.01% 2120
2024
Q3 		$5.13K Buy
59
+19
+48% +$1.76K ﹤0.01% 2436
2024
Q2 		$3.65K Buy
+40
New +$4.05K ﹤0.01% 2019
2024
Q1 		– Sell
-33
Closed -$3.87K – 1423
2023
Q4 		$3.87K Buy
33
+27
+450% +$2.92K ﹤0.01% 797
2023
Q3 		$586 Buy
+6
New +$627 ﹤0.01% 663
2021
Q1 		– Sell
-32
Closed -$3K – 838
2020
Q4 		$3K Buy
+32
New +$2.63K ﹤0.01% 564

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies increased its Insperity (NSP) stake by 183% in Q2 2026, buying an estimated $11.3M and bringing the position to 534,426 shares worth $22.1M. The position accounts for 0.01% of the portfolio, ranked #640.

Jones Financial Companies first reported a position in NSP in Q4 2020 and has held it in 12 quarters since. 275 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • Jones Financial Companies held 534,426 shares of Insperity worth $22.1M as of Q2 2026.
  • Jones Financial Companies bought 345,579 Insperity shares in Q2 2026, an estimated $11.3M.
  • Insperity made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #640 holding.
  • Jones Financial Companies first reported a position in Insperity in Q4 2020 and has held it in 12 quarters since.
  • 275 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

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