Jones Financial Companies
STEM icon

Jones Financial Companies’s Stem STEM Stock Holding History

Jones Financial Companies’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265 Sell
36
-60
-63% -$557 ﹤0.01% 4830
2026
Q1 		$840 Hold
96
– – ﹤0.01% 4392
2025
Q4 		$1.45K Sell
96
-53
-36% -$1.01K ﹤0.01% 3924
2025
Q3 		$2.66K Buy
149
+124
+496% +$1.75K ﹤0.01% 3594
2025
Q2 		$161 Sell
25
-16
-39% -$143 ﹤0.01% 3925
2025
Q1 		$319 Buy
41
+31
+310% +$359 ﹤0.01% 3559
2024
Q4 		$121 Hold
10
– – ﹤0.01% 3338
2024
Q3 		$66 Buy
+10
New +$157 ﹤0.01% 2987
2024
Q2 		– Sell
-251
Closed -$11K – 2447
2024
Q1 		$11K Buy
251
+201
+402% +$11.2K ﹤0.01% 1048
2023
Q4 		$3.87K Buy
+50
New +$3.45K ﹤0.01% 796

Other funds holding STEM

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Jones Financial Companies reduced its Stem (STEM) stake by 63% in Q2 2026, selling an estimated $557 and leaving 36 shares worth $265. The position accounts for ﹤0.01% of the portfolio, ranked #4830.

Jones Financial Companies first reported a position in STEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $11K in Q1 2024. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Jones Financial Companies held 36 shares of Stem worth $265 as of Q2 2026.
  • Jones Financial Companies sold 60 Stem shares in Q2 2026, an estimated $557.
  • Stem made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4830 holding.
  • Jones Financial Companies first reported a position in Stem in Q4 2023 and has held it in 10 quarters since.
  • Jones Financial Companies's Stem position peaked at $11K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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