Jones Financial Companies
PSQH icon

Jones Financial Companies’s PSQ Holdings PSQH Stock Holding History

Jones Financial Companies’s Portfolio PSQH Stock Details PSQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.77K Hold
741
– – ﹤0.01% 3784
2025
Q4 		$11.5K Buy
741
+276
+59% +$6.84K ﹤0.01% 3160
2025
Q3 		$14.1K Buy
465
+370
+389% +$11.3K ﹤0.01% 2952
2025
Q2 		$2.94K Hold
95
– – ﹤0.01% 3334
2025
Q1 		$3.33K Buy
95
+28
+42% +$1.42K ﹤0.01% 3098
2024
Q4 		$4.54K Hold
67
– – ﹤0.01% 2783
2024
Q3 		$2.51K Buy
+67
New +$2.9K ﹤0.01% 2622

Other funds holding PSQH

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM