Jones Financial Companies
SAM icon

Jones Financial Companies’s Boston Beer SAM Stock Holding History

Jones Financial Companies’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
1,040
+169
+19% +$34.3K ﹤0.01% 2581
2026
Q1 		$200K Sell
871
-649
-43% -$146K ﹤0.01% 2412
2025
Q4 		$297K Buy
1,520
+42
+3% +$8.66K ﹤0.01% 1729
2025
Q3 		$318K Buy
1,478
+1,126
+320% +$240K ﹤0.01% 1594
2025
Q2 		$66.9K Sell
352
-330
-48% -$76K ﹤0.01% 2109
2025
Q1 		$163K Buy
682
+109
+19% +$26.6K ﹤0.01% 1571
2024
Q4 		$172K Buy
573
+90
+19% +$27.2K ﹤0.01% 1418
2024
Q3 		$137K Buy
483
+76
+19% +$21.2K ﹤0.01% 1282
2024
Q2 		$124K Buy
+407
New +$117K ﹤0.01% 980

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Jones Financial Companies increased its Boston Beer (SAM) stake by 19% in Q2 2026, buying an estimated $34.3K and bringing the position to 1,040 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

Jones Financial Companies first reported a position in SAM in Q2 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Jones Financial Companies held 1,040 shares of Boston Beer worth $200K as of Q2 2026.
  • Jones Financial Companies bought 169 Boston Beer shares in Q2 2026, an estimated $34.3K.
  • Boston Beer made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2581 holding.
  • Jones Financial Companies first reported a position in Boston Beer in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Boston Beer position peaked at $318K in Q3 2025.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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