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
2026
Q2 		$2.2M Sell
30,367
-102
-0.3% -$6.57K ﹤0.01% 1527
2026
Q1 		$1.65M Sell
30,469
-447
-1% -$28K ﹤0.01% 1509
2025
Q4 		$1.96M Sell
30,916
-1,696
-5% -$112K ﹤0.01% 960
2025
Q3 		$1.92M Buy
32,612
+4,244
+15% +$229K ﹤0.01% 873
2025
Q2 		$1.16M Buy
28,368
+4,529
+19% +$171K ﹤0.01% 952
2025
Q1 		$986K Buy
23,839
+10,755
+82% +$512K ﹤0.01% 868
2024
Q4 		$754K Buy
13,084
+4,779
+58% +$333K ﹤0.01% 841
2024
Q3 		$706K Buy
8,305
+4,774
+135% +$388K ﹤0.01% 710
2024
Q2 		$277K Buy
3,531
+3,424
+3,200% +$290K ﹤0.01% 733
2024
Q1 		$10.7K Buy
+107
New +$9.83K ﹤0.01% 1056
2022
Q3 		– Sell
-12
Closed -$1K – 689
2022
Q2 		$1K Buy
+12
New +$1.24K ﹤0.01% 669
2013
Q4 		– Sell
-180
Closed -$23K – 456
2013
Q3 		$23K Buy
+180
New +$20.2K ﹤0.01% 404

Other funds holding PII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Jones Financial Companies reduced its Polaris (PII) stake by 0.33% in Q2 2026, selling an estimated $6.57K and leaving 30,367 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Jones Financial Companies first reported a position in PII in Q3 2013 and has held it in 12 quarters since. 479 funds tracked by Wall St. Rank hold PII as of Q2 2026.

  • Jones Financial Companies held 30,367 shares of Polaris worth $2.2M as of Q2 2026.
  • Jones Financial Companies sold 102 Polaris shares in Q2 2026, an estimated $6.57K.
  • Polaris made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1527 holding.
  • Jones Financial Companies first reported a position in Polaris in Q3 2013 and has held it in 12 quarters since.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q2 2026.

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