Jones Financial Companies
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Jones Financial Companies’s Perella Weinberg Partners PWP Stock Holding History

Jones Financial Companies’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Buy
7,177
+2,435
+51% +$44.5K ﹤0.01% 2797
2026
Q1 		$81.7K Buy
+4,742
New +$93.2K ﹤0.01% 2749

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jones Financial Companies's PWP Position: Q2 2026 in Review

Jones Financial Companies increased its Perella Weinberg Partners (PWP) stake by 51% in Q2 2026, buying an estimated $44.5K and bringing the position to 7,177 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

Jones Financial Companies first reported a position in PWP in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • Jones Financial Companies held 7,177 shares of Perella Weinberg Partners worth $119K as of Q2 2026.
  • Jones Financial Companies bought 2,435 Perella Weinberg Partners shares in Q2 2026, an estimated $44.5K.
  • Perella Weinberg Partners made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2797 holding.
  • Jones Financial Companies first reported a position in Perella Weinberg Partners in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.