Jones Financial Companies
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Jones Financial Companies’s SharkNinja SN Stock Holding History

Jones Financial Companies’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.34M Buy
16,099
+8,286
+106% +$992K ﹤0.01% 1507
2026
Q1 		$798K Buy
7,813
+6,359
+437% +$744K ﹤0.01% 1815
2025
Q4 		$163K Buy
1,454
+1,236
+567% +$122K ﹤0.01% 2003
2025
Q3 		$23.1K Buy
218
+54
+33% +$6.17K ﹤0.01% 2715
2025
Q2 		$15.8K Buy
164
+14
+9% +$1.21K ﹤0.01% 2702
2025
Q1 		$12.6K Buy
150
+34
+29% +$3.46K ﹤0.01% 2612
2024
Q4 		$11.3K Sell
116
-100
-46% -$10.2K ﹤0.01% 2488
2024
Q3 		$22.9K Buy
216
+100
+86% +$8.7K ﹤0.01% 1912
2024
Q2 		$8.72K Buy
+116
New +$8.17K ﹤0.01% 1800

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Jones Financial Companies increased its SharkNinja (SN) stake by 106% in Q2 2026, buying an estimated $992K and bringing the position to 16,099 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Jones Financial Companies first reported a position in SN in Q2 2024 and has held it in 9 quarters since. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Jones Financial Companies held 16,099 shares of SharkNinja worth $2.34M as of Q2 2026.
  • Jones Financial Companies bought 8,286 SharkNinja shares in Q2 2026, an estimated $992K.
  • SharkNinja made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1507 holding.
  • Jones Financial Companies first reported a position in SharkNinja in Q2 2024 and has held it in 9 quarters since.
  • 563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

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