Jones Financial Companies
PD icon

Jones Financial Companies’s PagerDuty PD Stock Holding History

Jones Financial Companies’s Portfolio PD Stock Details PD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.2K Buy
200
+53
+36% +$458 ﹤0.01% 4306
2025
Q4 		$1.93K Sell
147
-285
-66% -$4.16K ﹤0.01% 3825
2025
Q3 		$6.97K Buy
432
+52
+14% +$827 ﹤0.01% 3220
2025
Q2 		$5.79K Buy
+380
New +$5.9K ﹤0.01% 3088
2024
Q3 		– Sell
-600
Closed -$13.8K – 3098
2024
Q2 		$13.8K Hold
600
– – ﹤0.01% 1657
2024
Q1 		$13.6K Buy
+600
New +$14.2K ﹤0.01% 995

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VCM
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AQR Capital Management
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Goldman Sachs
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Qube Research & Technologies (QRT)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's PD Position: Q1 2026 in Review

Jones Financial Companies increased its PagerDuty (PD) stake by 36% in Q1 2026, buying an estimated $458 and bringing the position to 200 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

Jones Financial Companies first reported a position in PD in Q1 2024 and has held it in 6 quarters since. The position peaked at $13.8K in Q2 2024. 247 funds tracked by Wall St. Rank hold PD as of Q1 2026.

  • Jones Financial Companies held 200 shares of PagerDuty worth $1.2K as of Q1 2026.
  • Jones Financial Companies bought 53 PagerDuty shares in Q1 2026, an estimated $458.
  • PagerDuty made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4306 holding.
  • Jones Financial Companies first reported a position in PagerDuty in Q1 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's PagerDuty position peaked at $13.8K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held PagerDuty as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.