Jones Financial Companies
TASK icon

Jones Financial Companies’s TaskUs TASK Stock Holding History

Jones Financial Companies’s Portfolio TASK Stock Details TASK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$587 Hold
124
– – ﹤0.01% 4725
2026
Q1 		$801 Sell
124
-25
-17% -$264 ﹤0.01% 4403
2025
Q4 		$1.76K Hold
149
– – ﹤0.01% 3860
2025
Q3 		$2.65K Buy
149
+25
+20% +$432 ﹤0.01% 3597
2025
Q2 		$2.08K Hold
124
– – ﹤0.01% 3458
2025
Q1 		$1.7K Buy
+124
New +$1.86K ﹤0.01% 3283

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SCM
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DI
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SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Hudson Bay Capital Management
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Jones Financial Companies held its TaskUs (TASK) position steady in Q2 2026 at 124 shares worth $587. The position accounts for ﹤0.01% of the portfolio, ranked #4725.

Jones Financial Companies first reported a position in TASK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.65K in Q3 2025. 105 funds tracked by Wall St. Rank hold TASK as of Q2 2026.

  • Jones Financial Companies held 124 shares of TaskUs worth $587 as of Q2 2026.
  • Jones Financial Companies left its TaskUs share count unchanged in Q2 2026.
  • TaskUs made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4725 holding.
  • Jones Financial Companies first reported a position in TaskUs in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's TaskUs position peaked at $2.65K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q2 2026.

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