Jones Financial Companies
SLP icon

Jones Financial Companies’s Simulations Plus SLP Stock Holding History

Jones Financial Companies’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$477K Buy
26,201
+7,437
+40% +$114K ﹤0.01% 2233
2026
Q1 		$214K Buy
18,764
+18,717
+39,823% +$276K ﹤0.01% 2380
2025
Q4 		$857 Sell
47
-554
-92% -$9.72K ﹤0.01% 4056
2025
Q3 		$8.95K Sell
601
-971
-62% -$14.1K ﹤0.01% 3126
2025
Q2 		$26.5K Buy
1,572
+66
+4% +$1.85K ﹤0.01% 2482
2025
Q1 		$36.6K Buy
1,506
+283
+23% +$8.58K ﹤0.01% 2184
2024
Q4 		$34.1K Buy
1,223
+427
+54% +$13K ﹤0.01% 2037
2024
Q3 		$25.1K Buy
+796
New +$29.4K ﹤0.01% 1870

Other funds holding SLP

FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jones Financial Companies increased its Simulations Plus (SLP) stake by 40% in Q2 2026, buying an estimated $114K and bringing the position to 26,201 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Jones Financial Companies first reported a position in SLP in Q3 2024 and has held it in 8 quarters since. 169 funds tracked by Wall St. Rank hold SLP as of Q2 2026.

  • Jones Financial Companies held 26,201 shares of Simulations Plus worth $477K as of Q2 2026.
  • Jones Financial Companies bought 7,437 Simulations Plus shares in Q2 2026, an estimated $114K.
  • Simulations Plus made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2233 holding.
  • Jones Financial Companies first reported a position in Simulations Plus in Q3 2024 and has held it in 8 quarters since.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q2 2026.

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