Jones Financial Companies
OSK icon

Jones Financial Companies’s Oshkosh OSK Stock Holding History

Jones Financial Companies’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
7,109
+1,153
+19% +$162K ﹤0.01% 1851
2026
Q1 		$836K Buy
5,956
+1,556
+35% +$243K ﹤0.01% 1797
2025
Q4 		$553K Buy
4,400
+347
+9% +$44.6K ﹤0.01% 1479
2025
Q3 		$527K Buy
4,053
+866
+27% +$115K ﹤0.01% 1375
2025
Q2 		$362K Buy
3,187
+1,396
+78% +$136K ﹤0.01% 1406
2025
Q1 		$169K Buy
1,791
+509
+40% +$50.9K ﹤0.01% 1557
2024
Q4 		$122K Buy
1,282
+898
+234% +$94K ﹤0.01% 1553
2024
Q3 		$38.5K Buy
384
+304
+380% +$31.7K ﹤0.01% 1733
2024
Q2 		$8.61K Buy
+80
New +$9.25K ﹤0.01% 1802
2023
Q1 		– Sell
-142
Closed -$13K – 713
2022
Q4 		$13K Buy
142
+94
+196% +$8.07K ﹤0.01% 458
2022
Q3 		$3K Sell
48
-216
-82% -$17.6K ﹤0.01% 498
2022
Q2 		$22K Buy
264
+200
+313% +$18.4K ﹤0.01% 396
2022
Q1 		$6K Sell
64
-54
-46% -$6.07K ﹤0.01% 565
2021
Q4 		$13K Buy
118
+64
+119% +$6.99K ﹤0.01% 521
2021
Q3 		$6K Hold
54
– – ﹤0.01% 564
2021
Q2 		$7K Sell
54
-25
-32% -$3.16K ﹤0.01% 525
2021
Q1 		$9K Buy
79
+28
+55% +$2.9K ﹤0.01% 547
2020
Q4 		$4K Buy
+51
New +$4.06K ﹤0.01% 529

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jones Financial Companies increased its Oshkosh (OSK) stake by 19% in Q2 2026, buying an estimated $162K and bringing the position to 7,109 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Jones Financial Companies first reported a position in OSK in Q4 2020 and has held it in 18 quarters since. 599 funds tracked by Wall St. Rank hold OSK as of Q2 2026.

  • Jones Financial Companies held 7,109 shares of Oshkosh worth $1.08M as of Q2 2026.
  • Jones Financial Companies bought 1,153 Oshkosh shares in Q2 2026, an estimated $162K.
  • Oshkosh made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1851 holding.
  • Jones Financial Companies first reported a position in Oshkosh in Q4 2020 and has held it in 18 quarters since.
  • 599 funds tracked by Wall St. Rank held Oshkosh as of Q2 2026.

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