Jones Financial Companies
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Jones Financial Companies’s Sterling Infrastructure STRL Stock Holding History

Jones Financial Companies’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.87M Buy
13,977
+8,854
+173% +$3.46M ﹤0.01% 1021
2025
Q4 		$1.57M Buy
5,123
+980
+24% +$338K ﹤0.01% 1059
2025
Q3 		$1.42M Buy
4,143
+1,191
+40% +$338K ﹤0.01% 999
2025
Q2 		$683K Buy
2,952
+177
+6% +$30.9K ﹤0.01% 1161
2025
Q1 		$322K Buy
2,775
+548
+25% +$77.1K ﹤0.01% 1309
2024
Q4 		$375K Buy
2,227
+1,118
+101% +$193K ﹤0.01% 1102
2024
Q3 		$159K Buy
1,109
+434
+64% +$51.6K ﹤0.01% 1220
2024
Q2 		$79.9K Hold
675
– – ﹤0.01% 1109
2024
Q1 		$74.5K Buy
+675
New +$61.3K ﹤0.01% 657

Other funds holding STRL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return