Jones Financial Companies
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Jones Financial Companies’s SEI Investments SEIC Stock Holding History

Jones Financial Companies’s Portfolio SEIC Stock Details SEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$526K Buy
6,945
+6,320
+1,011% +$520K ﹤0.01% 2022
2025
Q4 		$51.2K Buy
625
+181
+41% +$14.9K ﹤0.01% 2512
2025
Q3 		$38K Buy
444
+74
+20% +$6.58K ﹤0.01% 2494
2025
Q2 		$33.1K Buy
370
+78
+27% +$6.29K ﹤0.01% 2387
2025
Q1 		$22.5K Buy
292
+104
+55% +$8.36K ﹤0.01% 2386
2024
Q4 		$15.5K Buy
188
+13
+7% +$1.02K ﹤0.01% 2349
2024
Q3 		$12.1K Buy
175
+11
+7% +$734 ﹤0.01% 2154
2024
Q2 		$10.6K Hold
164
– – ﹤0.01% 1744
2024
Q1 		$11.8K Buy
+164
New +$10.9K ﹤0.01% 1027

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