Jones Financial Companies’s Richtech Robotics RR Stock Holding History

Jones Financial Companies’s Portfolio RR Stock Details RR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$57.8K	Buy	29,782 +2,779	+10%	+$6.75K	﹤0.01%	3060
2026 Q1	$54K	Sell	27,003 -13,605	-34%	-$41.8K	﹤0.01%	2929
2025 Q4	$131K	Buy	40,608 +37,106	+1,060%	+$164K	﹤0.01%	2111
2025 Q3	$14.7K	Buy	3,502 +2,252	+180%	+$5.92K	﹤0.01%	2927
2025 Q2	$2.42K	Sell	1,250 -100	-7%	-$210	﹤0.01%	3401
2025 Q1	$2.56K	Buy	+1,350	New	+$3.32K	﹤0.01%	3190

Other funds holding RR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies increased its Richtech Robotics (RR) stake by 10% in Q2 2026, buying an estimated $6.75K and bringing the position to 29,782 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Jones Financial Companies first reported a position in RR in Q1 2025 and has held it in 6 quarters since. The position peaked at $131K in Q4 2025. 182 funds tracked by Wall St. Rank hold RR as of Q2 2026.

Jones Financial Companies held 29,782 shares of Richtech Robotics worth $57.8K as of Q2 2026.
Jones Financial Companies bought 2,779 Richtech Robotics shares in Q2 2026, an estimated $6.75K.
Richtech Robotics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3060 holding.
Jones Financial Companies first reported a position in Richtech Robotics in Q1 2025 and has held it in 6 quarters since.
Jones Financial Companies's Richtech Robotics position peaked at $131K in Q4 2025.
182 funds tracked by Wall St. Rank held Richtech Robotics as of Q2 2026.

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