Jones Financial Companies
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Jones Financial Companies’s Polaris PII Stock Holding History

Jones Financial Companies’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.92M Buy
2025
Q2 		$1.16M Buy
2025
Q1 		$986K Buy
2024
Q4 		$754K Buy
2024
Q3 		$706K Buy
2024
Q2 		$277K Buy
2024
Q1 		$10.7K Buy
2022
Q3 		– Sell
2022
Q2 		$1K Buy
2013
Q4 		– Sell
2013
Q3 		$23K Buy