Jones Financial Companies
PTON icon

Jones Financial Companies’s Peloton Interactive PTON Stock Holding History

Jones Financial Companies’s Portfolio PTON Stock Details PTON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$55.7K Sell
12,570
-9,149
-42% -$44.6K ﹤0.01% 2916
2025
Q4 		$134K Buy
21,719
+2,127
+11% +$15K ﹤0.01% 2103
2025
Q3 		$168K Buy
19,592
+5,826
+42% +$43.4K ﹤0.01% 1861
2025
Q2 		$93.6K Buy
13,766
+1,585
+13% +$10.3K ﹤0.01% 1966
2025
Q1 		$76.7K Buy
12,181
+2,685
+28% +$21.1K ﹤0.01% 1887
2024
Q4 		$82.6K Buy
9,496
+2,403
+34% +$18.7K ﹤0.01% 1691
2024
Q3 		$34.1K Buy
7,093
+3,198
+82% +$12.6K ﹤0.01% 1776
2024
Q2 		$13.2K Buy
3,895
+1,604
+70% +$5.75K ﹤0.01% 1670
2024
Q1 		$9.82K Buy
+2,291
New +$11.3K ﹤0.01% 1067

Other funds holding PTON

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.9B AUM 31.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return