Jones Financial Companies
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Jones Financial Companies’s Philips PHG Stock Holding History

Jones Financial Companies’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
66,958
+7,931
+13% +$210K ﹤0.01% 1623
2026
Q1 		$1.52M Buy
59,027
+52,506
+805% +$1.49M ﹤0.01% 1542
2025
Q4 		$170K Buy
6,521
+1,562
+31% +$41.7K ﹤0.01% 1975
2025
Q3 		$128K Buy
4,959
+1,675
+51% +$43K ﹤0.01% 1977
2025
Q2 		$76.4K Sell
3,284
-3,624
-52% -$81.2K ﹤0.01% 2048
2025
Q1 		$164K Sell
6,908
-3,088
-31% -$75.6K ﹤0.01% 1569
2024
Q4 		$234K Buy
9,996
+1,541
+18% +$39.8K ﹤0.01% 1285
2024
Q3 		$256K Buy
8,455
+3,050
+56% +$81K ﹤0.01% 1060
2024
Q2 		$126K Buy
5,405
+5,394
+49,036% +$121K ﹤0.01% 974
2024
Q1 		$200 Sell
11
-159
-94% -$3.04K ﹤0.01% 1347
2023
Q4 		$3.55K Sell
170
-248
-59% -$4.51K ﹤0.01% 811
2023
Q3 		$7.46K Buy
418
+67
+19% +$1.28K ﹤0.01% 498
2023
Q2 		$6.81K Sell
351
-1
-0.3% -$17 ﹤0.01% 482
2023
Q1 		$5.52K Buy
352
+275
+357% +$3.95K ﹤0.01% 512
2022
Q4 		$1K Buy
+77
New +$929 ﹤0.01% 691
2022
Q3 		– Sell
-103
Closed -$2K – 688
2022
Q2 		$2K Buy
+103
New +$2.22K ﹤0.01% 598
2022
Q1 		– Sell
-44
Closed -$1K – 803
2021
Q4 		$1K Buy
+44
New +$1.5K ﹤0.01% 739
2021
Q3 		– Sell
-53
Closed -$2K – 658
2021
Q2 		$2K Sell
53
-157
-75% -$7.26K ﹤0.01% 609
2021
Q1 		$10K Buy
210
+156
+289% +$7.08K ﹤0.01% 537
2020
Q4 		$2K Buy
+54
New +$2.23K ﹤0.01% 620

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Jones Financial Companies increased its Philips (PHG) stake by 13% in Q2 2026, buying an estimated $210K and bringing the position to 66,958 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Jones Financial Companies first reported a position in PHG in Q4 2020 and has held it in 20 quarters since. 363 funds tracked by Wall St. Rank hold PHG as of Q2 2026.

  • Jones Financial Companies held 66,958 shares of Philips worth $1.81M as of Q2 2026.
  • Jones Financial Companies bought 7,931 Philips shares in Q2 2026, an estimated $210K.
  • Philips made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1623 holding.
  • Jones Financial Companies first reported a position in Philips in Q4 2020 and has held it in 20 quarters since.
  • 363 funds tracked by Wall St. Rank held Philips as of Q2 2026.

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