Jones Financial Companies
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Jones Financial Companies’s SolarEdge SEDG Stock Holding History

Jones Financial Companies’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102K Sell
1,962
-7
-0.4% -$367 ﹤0.01% 2852
2026
Q1 		$102K Sell
1,969
-3,173
-62% -$119K ﹤0.01% 2663
2025
Q4 		$148K Buy
5,142
+272
+6% +$9.48K ﹤0.01% 2046
2025
Q3 		$192K Buy
4,870
+3,093
+174% +$92.4K ﹤0.01% 1800
2025
Q2 		$35.2K Sell
1,777
-1,016
-36% -$16.8K ﹤0.01% 2361
2025
Q1 		$44.3K Buy
2,793
+352
+14% +$5.47K ﹤0.01% 2114
2024
Q4 		$33.2K Buy
2,441
+1,954
+401% +$30.1K ﹤0.01% 2052
2024
Q3 		$11.3K Buy
487
+276
+131% +$6.71K ﹤0.01% 2175
2024
Q2 		$5.33K Buy
+211
New +$11K ﹤0.01% 1929
2023
Q1 		– Sell
-47
Closed -$13K – 753
2022
Q4 		$13K Hold
47
– – ﹤0.01% 459
2022
Q3 		$11K Sell
47
-2
-4% -$590 ﹤0.01% 417
2022
Q2 		$13K Sell
49
-4
-8% -$1.09K ﹤0.01% 448
2022
Q1 		$17K Buy
53
+6
+13% +$1.65K ﹤0.01% 456
2021
Q4 		$13K Hold
47
– – ﹤0.01% 523
2021
Q3 		$12K Hold
47
– – ﹤0.01% 477
2021
Q2 		$13K Hold
47
– – ﹤0.01% 449
2021
Q1 		$14K Sell
47
-28
-37% -$8.44K ﹤0.01% 501
2020
Q4 		$24K Buy
+75
New +$20.7K ﹤0.01% 347

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

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

Jones Financial Companies reduced its SolarEdge (SEDG) stake by 0.36% in Q2 2026, selling an estimated $367 and leaving 1,962 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

Jones Financial Companies first reported a position in SEDG in Q4 2020 and has held it in 18 quarters since. The position peaked at $192K in Q3 2025. 348 funds tracked by Wall St. Rank hold SEDG as of Q2 2026.

  • Jones Financial Companies held 1,962 shares of SolarEdge worth $102K as of Q2 2026.
  • Jones Financial Companies sold 7 SolarEdge shares in Q2 2026, an estimated $367.
  • SolarEdge made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2852 holding.
  • Jones Financial Companies first reported a position in SolarEdge in Q4 2020 and has held it in 18 quarters since.
  • Jones Financial Companies's SolarEdge position peaked at $192K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held SolarEdge as of Q2 2026.

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