Jones Financial Companies
QTWO icon

Jones Financial Companies’s Q2 Holdings QTWO Stock Holding History

Jones Financial Companies’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$255K Buy
5,604
+5,504
+5,504% +$310K ﹤0.01% 2310
2025
Q4 		$7.22K Buy
100
+19
+23% +$1.3K ﹤0.01% 3361
2025
Q3 		$6.06K Hold
81
– – ﹤0.01% 3295
2025
Q2 		$7.61K Buy
81
+21
+35% +$1.77K ﹤0.01% 2973
2025
Q1 		$4.85K Buy
60
+29
+94% +$2.56K ﹤0.01% 2969
2024
Q4 		$3.12K Hold
31
– – ﹤0.01% 2889
2024
Q3 		$2.45K Hold
31
– – ﹤0.01% 2629
2024
Q2 		$1.87K Buy
+31
New +$1.78K ﹤0.01% 2172

Other funds holding QTWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Jones Financial Companies's QTWO Position: Q1 2026 in Review

Jones Financial Companies increased its Q2 Holdings (QTWO) stake by 5,504% in Q1 2026, buying an estimated $310K and bringing the position to 5,604 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2310.

Jones Financial Companies first reported a position in QTWO in Q2 2024 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Jones Financial Companies held 5,604 shares of Q2 Holdings worth $255K as of Q1 2026.
  • Jones Financial Companies bought 5,504 Q2 Holdings shares in Q1 2026, an estimated $310K.
  • Q2 Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2310 holding.
  • Jones Financial Companies first reported a position in Q2 Holdings in Q2 2024 and has held it in 8 quarters since.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.