Jones Financial Companies
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Jones Financial Companies’s Synaptics SYNA Stock Holding History

Jones Financial Companies’s Portfolio SYNA Stock Details SYNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.34M Buy
48,561
+5,420
+13% +$440K ﹤0.01% 1235
2025
Q4 		$3.19M Buy
43,141
+7,236
+20% +$508K ﹤0.01% 795
2025
Q3 		$2.5M Buy
35,905
+3,718
+12% +$253K ﹤0.01% 784
2025
Q2 		$2.09M Buy
32,187
+5,161
+19% +$304K ﹤0.01% 742
2025
Q1 		$1.7M Buy
27,026
+7,197
+36% +$522K ﹤0.01% 698
2024
Q4 		$1.51M Buy
19,829
+5,439
+38% +$412K ﹤0.01% 634
2024
Q3 		$1.13M Buy
14,390
+3,494
+32% +$280K ﹤0.01% 579
2024
Q2 		$961K Buy
10,896
+5,653
+108% +$512K ﹤0.01% 430
2024
Q1 		$512K Buy
5,243
+5,128
+4,459% +$539K ﹤0.01% 327
2023
Q4 		$13.1K Buy
+115
New +$11.4K ﹤0.01% 642
2021
Q2 		– Sell
-334
Closed -$45K – 783
2021
Q1 		$45K Buy
+334
New +$40.7K ﹤0.01% 360

Other funds holding SYNA

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return