Jones Financial Companies
PDCO

Jones Financial Companies’s Patterson Companies, Inc. PDCO Stock Holding History

Jones Financial Companies’s Portfolio PDCO Stock Details PDCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,597
Closed -$175K – 4196
2025
Q1 		$175K Buy
5,597
+215
+4% +$6.67K ﹤0.01% 1543
2024
Q4 		$166K Hold
5,382
– – ﹤0.01% 1431
2024
Q3 		$119K Sell
5,382
-3,769
-41% -$89.1K ﹤0.01% 1333
2024
Q2 		$221K Buy
+9,151
New +$229K ﹤0.01% 803
2013
Q3 		– Sell
-565
Closed -$21K – 850
2013
Q2 		$21K Buy
+565
New +$21.5K ﹤0.01% 461

Other funds holding PDCO

SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
RP
Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jones Financial Companies's PDCO Position: Q2 2025 in Review

Jones Financial Companies sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 5,597 shares — an estimated $175K sold.

Jones Financial Companies first reported a position in PDCO in Q2 2013 and held it in 5 quarters. The position peaked at $221K in Q2 2024. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

  • Jones Financial Companies reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 5,597 Patterson Companies, Inc. shares in Q2 2025, an estimated $175K.
  • Jones Financial Companies first reported a position in Patterson Companies, Inc. in Q2 2013 and held it in 5 quarters.
  • Jones Financial Companies's Patterson Companies, Inc. position peaked at $221K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.