Jones Financial Companies
TDW icon

Jones Financial Companies’s Tidewater TDW Stock Holding History

Jones Financial Companies’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15K Hold
26
– – ﹤0.01% 4132
2025
Q4 		$1.31K Buy
26
+12
+86% +$634 ﹤0.01% 3950
2025
Q3 		$806 Hold
14
– – ﹤0.01% 3945
2025
Q2 		$655 Buy
+14
New +$567 ﹤0.01% 3752

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jones Financial Companies's TDW Position: Q1 2026 in Review

Jones Financial Companies held its Tidewater (TDW) position steady in Q1 2026 at 26 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Jones Financial Companies first reported a position in TDW in Q2 2025 and has held it in 4 quarters since. 364 funds tracked by Wall St. Rank hold TDW as of Q1 2026.

  • Jones Financial Companies held 26 shares of Tidewater worth $2.15K as of Q1 2026.
  • Jones Financial Companies left its Tidewater share count unchanged in Q1 2026.
  • Tidewater made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4132 holding.
  • Jones Financial Companies first reported a position in Tidewater in Q2 2025 and has held it in 4 quarters since.
  • 364 funds tracked by Wall St. Rank held Tidewater as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.