Jones Financial Companies
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Jones Financial Companies’s Spire SR Stock Holding History

Jones Financial Companies’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.09M Buy
25,840
+1,382
+6% +$119K ﹤0.01% 1559
2026
Q1 		$2.22M Buy
24,458
+782
+3% +$68.6K ﹤0.01% 1387
2025
Q4 		$1.96M Buy
23,676
+3,192
+16% +$272K ﹤0.01% 958
2025
Q3 		$1.65M Buy
20,484
+2,431
+13% +$185K ﹤0.01% 923
2025
Q2 		$1.32M Buy
18,053
+3,585
+25% +$268K ﹤0.01% 906
2025
Q1 		$1.13M Buy
14,468
+4,546
+46% +$332K ﹤0.01% 811
2024
Q4 		$673K Buy
9,922
+4,744
+92% +$318K ﹤0.01% 873
2024
Q3 		$348K Buy
5,178
+1,566
+43% +$102K ﹤0.01% 948
2024
Q2 		$219K Buy
3,612
+1,301
+56% +$78.6K ﹤0.01% 805
2024
Q1 		$142K Buy
2,311
+962
+71% +$57.5K ﹤0.01% 524
2023
Q4 		$84.1K Buy
1,349
+313
+30% +$18.7K ﹤0.01% 421
2023
Q3 		$58.6K Sell
1,036
-191
-16% -$11.6K ﹤0.01% 352
2023
Q2 		$77.8K Sell
1,227
-9,614
-89% -$645K ﹤0.01% 327
2023
Q1 		$760K Buy
10,841
+9,375
+639% +$665K ﹤0.01% 194
2022
Q4 		$101K Hold
1,466
– – ﹤0.01% 303
2022
Q3 		$91K Hold
1,466
– – ﹤0.01% 290
2022
Q2 		$109K Sell
1,466
-941
-39% -$70.8K ﹤0.01% 278
2022
Q1 		$173K Buy
2,407
+443
+23% +$29.4K ﹤0.01% 261
2021
Q4 		$128K Buy
1,964
+710
+57% +$44.9K ﹤0.01% 291
2021
Q3 		$77K Sell
1,254
-163
-12% -$11.2K ﹤0.01% 289
2021
Q2 		$102K Buy
1,417
+131
+10% +$9.76K ﹤0.01% 263
2021
Q1 		$95K Buy
1,286
+424
+49% +$28.3K ﹤0.01% 281
2020
Q4 		$55K Buy
+862
New +$52.5K ﹤0.01% 287
2018
Q4 		– Sell
-3,143
Closed -$231K – 214
2018
Q3 		$231K Buy
+3,143
New +$232K ﹤0.01% 196

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Jones Financial Companies increased its Spire (SR) stake by 5.7% in Q2 2026, buying an estimated $119K and bringing the position to 25,840 shares worth $2.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Jones Financial Companies first reported a position in SR in Q3 2018 and has held it in 24 quarters since. The position peaked at $2.22M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Jones Financial Companies held 25,840 shares of Spire worth $2.09M as of Q2 2026.
  • Jones Financial Companies bought 1,382 Spire shares in Q2 2026, an estimated $119K.
  • Spire made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1559 holding.
  • Jones Financial Companies first reported a position in Spire in Q3 2018 and has held it in 24 quarters since.
  • Jones Financial Companies's Spire position peaked at $2.22M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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