Jones Financial Companies
STAA icon

Jones Financial Companies’s STAAR Surgical STAA Stock Holding History

Jones Financial Companies’s Portfolio STAA Stock Details STAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.91K Sell
270
-95
-26% -$2.64K ﹤0.01% 3891
2026
Q1 		$6.53K Sell
365
-12
-3% -$229 ﹤0.01% 3743
2025
Q4 		$8.71K Buy
377
+12
+3% +$309 ﹤0.01% 3274
2025
Q3 		$9.78K Buy
365
+152
+71% +$3.62K ﹤0.01% 3088
2025
Q2 		$3.6K Buy
213
+118
+124% +$2.08K ﹤0.01% 3254
2025
Q1 		$1.69K Buy
95
+20
+27% +$401 ﹤0.01% 3285
2024
Q4 		$1.82K Sell
75
-325
-81% -$9.28K ﹤0.01% 3027
2024
Q3 		$14.9K Buy
+400
New +$14.9K ﹤0.01% 2067

Other funds holding STAA

BC
Broadwood Capital New York $1.91B AUM 44.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
Anatole Investment Management Central, Hong Kong $590M AUM 751.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jones Financial Companies reduced its STAAR Surgical (STAA) stake by 26% in Q2 2026, selling an estimated $2.64K and leaving 270 shares worth $7.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3891.

Jones Financial Companies first reported a position in STAA in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.9K in Q3 2024. 200 funds tracked by Wall St. Rank hold STAA as of Q2 2026.

  • Jones Financial Companies held 270 shares of STAAR Surgical worth $7.91K as of Q2 2026.
  • Jones Financial Companies sold 95 STAAR Surgical shares in Q2 2026, an estimated $2.64K.
  • STAAR Surgical made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3891 holding.
  • Jones Financial Companies first reported a position in STAAR Surgical in Q3 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's STAAR Surgical position peaked at $14.9K in Q3 2024.
  • 200 funds tracked by Wall St. Rank held STAAR Surgical as of Q2 2026.

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