Jones Financial Companies
PII icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return