Jones Financial Companies
PR

Jones Financial Companies’s Permian Resources PR Stock Holding History

Jones Financial Companies’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.59M Buy
396,664
+357,775
+920% +$6.18M ﹤0.01% 870
2025
Q4 		$546K Buy
38,889
+4,454
+13% +$59.8K ﹤0.01% 1488
2025
Q3 		$471K Sell
34,435
-5,482
-14% -$75.2K ﹤0.01% 1420
2025
Q2 		$548K Buy
39,917
+7,005
+21% +$90.1K ﹤0.01% 1243
2025
Q1 		$453K Buy
32,912
+3,281
+11% +$47K ﹤0.01% 1174
2024
Q4 		$426K Buy
29,631
+7,958
+37% +$115K ﹤0.01% 1052
2024
Q3 		$293K Buy
21,673
+7,729
+55% +$114K ﹤0.01% 1009
2024
Q2 		$225K Buy
+13,944
New +$231K ﹤0.01% 794

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return