Jones Financial Companies
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Jones Financial Companies’s Shoals Technologies Group SHLS Stock Holding History

Jones Financial Companies’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.5K Sell
1,393
-2,659
-66% -$24.1K ﹤0.01% 3707
2026
Q1 		$26.8K Buy
4,052
+2,500
+161% +$20.5K ﹤0.01% 3177
2025
Q4 		$13.2K Buy
1,552
+450
+41% +$4.04K ﹤0.01% 3110
2025
Q3 		$8.44K Buy
1,102
+40
+4% +$246 ﹤0.01% 3149
2025
Q2 		$5.02K Sell
1,062
-2,046
-66% -$8.89K ﹤0.01% 3131
2025
Q1 		$10.3K Buy
+3,108
New +$12.9K ﹤0.01% 2688

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jones Financial Companies reduced its Shoals Technologies Group (SHLS) stake by 66% in Q2 2026, selling an estimated $24.1K and leaving 1,393 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

Jones Financial Companies first reported a position in SHLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.8K in Q1 2026. 271 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Jones Financial Companies held 1,393 shares of Shoals Technologies Group worth $12.5K as of Q2 2026.
  • Jones Financial Companies sold 2,659 Shoals Technologies Group shares in Q2 2026, an estimated $24.1K.
  • Shoals Technologies Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3707 holding.
  • Jones Financial Companies first reported a position in Shoals Technologies Group in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's Shoals Technologies Group position peaked at $26.8K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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