Jones Financial Companies
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Jones Financial Companies’s Strategic Education STRA Stock Holding History

Jones Financial Companies’s Portfolio STRA Stock Details STRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.6K Buy
185
+2
+1% +$158 ﹤0.01% 3646
2026
Q1 		$14.9K Buy
183
+17
+10% +$1.39K ﹤0.01% 3417
2025
Q4 		$13.3K Hold
166
– – ﹤0.01% 3105
2025
Q3 		$14.1K Hold
166
– – ﹤0.01% 2951
2025
Q2 		$14.3K Buy
166
+141
+564% +$12K ﹤0.01% 2736
2025
Q1 		$2.14K Buy
+25
New +$2.29K ﹤0.01% 3231
2024
Q3 		– Sell
-126
Closed -$13.9K – 3116
2024
Q2 		$13.9K Buy
+126
New +$13.9K ﹤0.01% 1652

Other funds holding STRA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.26B AUM 12.94% 1-Year Est. Return

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

Jones Financial Companies increased its Strategic Education (STRA) stake by 1.1% in Q2 2026, buying an estimated $158 and bringing the position to 185 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

Jones Financial Companies first reported a position in STRA in Q2 2024 and has held it in 7 quarters since. The position peaked at $14.9K in Q1 2026. 290 funds tracked by Wall St. Rank hold STRA as of Q2 2026.

  • Jones Financial Companies held 185 shares of Strategic Education worth $14.6K as of Q2 2026.
  • Jones Financial Companies bought 2 Strategic Education shares in Q2 2026, an estimated $158.
  • Strategic Education made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3646 holding.
  • Jones Financial Companies first reported a position in Strategic Education in Q2 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Strategic Education position peaked at $14.9K in Q1 2026.
  • 290 funds tracked by Wall St. Rank held Strategic Education as of Q2 2026.

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