Jones Financial Companies
STAG icon

Jones Financial Companies’s STAG Industrial STAG Stock Holding History

Jones Financial Companies’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.7M Buy
380,759
+368,644
+3,043% +$14M 0.01% 714
2025
Q4 		$445K Buy
12,115
+3,425
+39% +$130K ﹤0.01% 1570
2025
Q3 		$304K Buy
8,690
+958
+12% +$34.2K ﹤0.01% 1614
2025
Q2 		$280K Buy
7,732
+504
+7% +$17.4K ﹤0.01% 1519
2025
Q1 		$257K Buy
7,228
+2,651
+58% +$92.5K ﹤0.01% 1389
2024
Q4 		$155K Buy
4,577
+3,364
+277% +$123K ﹤0.01% 1460
2024
Q3 		$47.6K Buy
1,213
+1,145
+1,684% +$44.9K ﹤0.01% 1656
2024
Q2 		$2.45K Buy
+68
New +$2.42K ﹤0.01% 2117
2013
Q4 		– Sell
-396
Closed -$8K – 495
2013
Q3 		$8K Hold
396
– – ﹤0.01% 537
2013
Q2 		$8K Buy
+396
New +$8.65K ﹤0.01% 623

Other funds holding STAG

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VPM
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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return