Jones Financial Companies

Jones Financial Companies’s Pool Corp POOL Stock Holding History

Jones Financial Companies’s Portfolio POOL Stock Details POOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.2M	Buy	66,319 +65,094	+5,314%	+$15.3M	0.01%	728
2025 Q4	$280K	Sell	1,225 -10	-0.8%	-$2.6K	﹤0.01%	1759
2025 Q3	$378K	Buy	1,235 +72	+6%	+$22.6K	﹤0.01%	1514
2025 Q2	$340K	Buy	1,163 +375	+48%	+$113K	﹤0.01%	1438
2025 Q1	$248K	Buy	788 +2	+0.3%	+$678	﹤0.01%	1410
2024 Q4	$268K	Buy	786 +61	+8%	+$22.2K	﹤0.01%	1221
2024 Q3	$270K	Buy	725 +269	+59%	+$93.1K	﹤0.01%	1039
2024 Q2	$140K	Buy	456 +299	+190%	+$108K	﹤0.01%	936
2024 Q1	$63.5K	Buy	157 +135	+614%	+$52.8K	﹤0.01%	687
2023 Q4	$8.77K	Buy	+22	New	+$7.71K	﹤0.01%	697
2023 Q1	–	Sell	-32	Closed	-$10K	–	731
2022 Q4	$10K	Buy	+32	New	+$10.1K	﹤0.01%	479
2022 Q3	–	Sell	-17	Closed	-$6K	–	693
2022 Q2	$6K	Buy	+17	New	+$6.74K	﹤0.01%	533
2021 Q2	–	Sell	-13	Closed	-$4K	–	758
2021 Q1	$4K	Buy	+13	New	+$4.53K	﹤0.01%	665

Other funds holding POOL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return