Jones Financial Companies
SMWB icon

Jones Financial Companies’s Similarweb SMWB Stock Holding History

Jones Financial Companies’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$252 Hold
100
– – ﹤0.01% 4579
2025
Q4 		$749 Hold
100
– – ﹤0.01% 4085
2025
Q3 		$954 Hold
100
– – ﹤0.01% 3907
2025
Q2 		$760 Hold
100
– – ﹤0.01% 3719
2025
Q1 		$836 Sell
100
-41
-29% -$505 ﹤0.01% 3437
2024
Q4 		$2K Buy
141
+41
+41% +$453 ﹤0.01% 2999
2024
Q3 		$880 Buy
+100
New +$791 ﹤0.01% 2831

Other funds holding SMWB

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
AFT
Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jones Financial Companies's SMWB Position: Q1 2026 in Review

Jones Financial Companies held its Similarweb (SMWB) position steady in Q1 2026 at 100 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #4579.

Jones Financial Companies first reported a position in SMWB in Q3 2024 and has held it in 7 quarters since. The position peaked at $2K in Q4 2024. 79 funds tracked by Wall St. Rank hold SMWB as of Q1 2026.

  • Jones Financial Companies held 100 shares of Similarweb worth $252 as of Q1 2026.
  • Jones Financial Companies left its Similarweb share count unchanged in Q1 2026.
  • Similarweb made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4579 holding.
  • Jones Financial Companies first reported a position in Similarweb in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Similarweb position peaked at $2K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Similarweb as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.