Jones Financial Companies

Jones Financial Companies’s PureCycle Technologies PCT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$116K	Buy	22,035 +10,572	+92%	+$88K	﹤0.01%	2613
2025 Q4	$98.5K	Buy	11,463 +3,522	+44%	+$37.4K	﹤0.01%	2224
2025 Q3	$103K	Buy	7,941 +72	+0.9%	+$1K	﹤0.01%	2080
2025 Q2	$108K	Buy	7,869 +4,777	+154%	+$42.3K	﹤0.01%	1905
2025 Q1	$21.7K	Hold	3,092	–	–	﹤0.01%	2398
2024 Q4	$31.7K	Buy	3,092 +2,291	+286%	+$26.6K	﹤0.01%	2068
2024 Q3	$7.69K	Hold	801	–	–	﹤0.01%	2311
2024 Q2	$4.74K	Buy	+801	New	+$4.35K	﹤0.01%	1945

Other funds holding PCT

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return

Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Shay Capital New York $704M AUM 37.47% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return