Jones Financial Companies’s Patrick Industries PATK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	10,806 +3,015	+39%	+$288K	﹤0.01%	1881
2026 Q1	$837K	Buy	7,791 +6,990	+873%	+$864K	﹤0.01%	1796
2025 Q4	$86.8K	Buy	801 +168	+27%	+$17.6K	﹤0.01%	2267
2025 Q3	$65.6K	Sell	633 -30	-5%	-$3.15K	﹤0.01%	2259
2025 Q2	$61.3K	Buy	663 +353	+114%	+$30K	﹤0.01%	2140
2025 Q1	$26K	Sell	310 -6	-2%	-$539	﹤0.01%	2332
2024 Q4	$26.3K	Sell	316 -187	-37%	-$16.7K	﹤0.01%	2136
2024 Q3	$47.6K	Buy	503 +267	+113%	+$22.4K	﹤0.01%	1657
2024 Q2	$17K	Buy	+236	New	+$17.3K	﹤0.01%	1589

Other funds holding PATK

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jones Financial Companies increased its Patrick Industries (PATK) stake by 39% in Q2 2026, buying an estimated $288K and bringing the position to 10,806 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.

Jones Financial Companies first reported a position in PATK in Q2 2024 and has held it in 9 quarters since. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Jones Financial Companies held 10,806 shares of Patrick Industries worth $1.03M as of Q2 2026.
Jones Financial Companies bought 3,015 Patrick Industries shares in Q2 2026, an estimated $288K.
Patrick Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1881 holding.
Jones Financial Companies first reported a position in Patrick Industries in Q2 2024 and has held it in 9 quarters since.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

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