Jones Financial Companies
SWBI icon

Jones Financial Companies’s Smith & Wesson SWBI Stock Holding History

Jones Financial Companies’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Buy
19,658
+2,249
+13% +$33.8K ﹤0.01% 2416
2026
Q1 		$255K Buy
17,409
+3,655
+27% +$44.4K ﹤0.01% 2307
2025
Q4 		$136K Buy
13,754
+3,123
+29% +$30.1K ﹤0.01% 2093
2025
Q3 		$103K Buy
10,631
+3,142
+42% +$26.8K ﹤0.01% 2079
2025
Q2 		$64.9K Buy
7,489
+1,143
+18% +$10.8K ﹤0.01% 2121
2025
Q1 		$59.3K Buy
6,346
+1,413
+29% +$14.6K ﹤0.01% 1992
2024
Q4 		$49.8K Buy
4,933
+3,476
+239% +$43.5K ﹤0.01% 1884
2024
Q3 		$19K Buy
1,457
+368
+34% +$5.31K ﹤0.01% 1968
2024
Q2 		$15.6K Buy
1,089
+794
+269% +$13K ﹤0.01% 1618
2024
Q1 		$5.12K Buy
+295
New +$4.26K ﹤0.01% 1167

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jones Financial Companies increased its Smith & Wesson (SWBI) stake by 13% in Q2 2026, buying an estimated $33.8K and bringing the position to 19,658 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Jones Financial Companies first reported a position in SWBI in Q1 2024 and has held it in 10 quarters since. 200 funds tracked by Wall St. Rank hold SWBI as of Q2 2026.

  • Jones Financial Companies held 19,658 shares of Smith & Wesson worth $299K as of Q2 2026.
  • Jones Financial Companies bought 2,249 Smith & Wesson shares in Q2 2026, an estimated $33.8K.
  • Smith & Wesson made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2416 holding.
  • Jones Financial Companies first reported a position in Smith & Wesson in Q1 2024 and has held it in 10 quarters since.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2026.

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