Jones Financial Companies
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Jones Financial Companies’s Orion Group Holdings ORN Stock Holding History

Jones Financial Companies’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.02K Buy
428
+128
+43% +$1.77K ﹤0.01% 3938
2026
Q1 		$3.26K Buy
+300
New +$3.59K ﹤0.01% 3995
2025
Q4 		– Sell
-240
Closed -$2.08K – 4549
2025
Q3 		$2.08K Buy
+240
New +$1.89K ﹤0.01% 3681
2025
Q2 		– Sell
-1,500
Closed -$8.01K – 4136
2025
Q1 		$8.01K Buy
+1,500
New +$10.5K ﹤0.01% 2804

Other funds holding ORN

BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

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

Jones Financial Companies increased its Orion Group Holdings (ORN) stake by 43% in Q2 2026, buying an estimated $1.77K and bringing the position to 428 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3938.

Jones Financial Companies first reported a position in ORN in Q1 2025 and has held it in 4 quarters since. The position peaked at $8.01K in Q1 2025. 180 funds tracked by Wall St. Rank hold ORN as of Q2 2026.

  • Jones Financial Companies held 428 shares of Orion Group Holdings worth $7.02K as of Q2 2026.
  • Jones Financial Companies bought 128 Orion Group Holdings shares in Q2 2026, an estimated $1.77K.
  • Orion Group Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3938 holding.
  • Jones Financial Companies first reported a position in Orion Group Holdings in Q1 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Orion Group Holdings position peaked at $8.01K in Q1 2025.
  • 180 funds tracked by Wall St. Rank held Orion Group Holdings as of Q2 2026.

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