Jones Financial Companies
TEX icon

Jones Financial Companies’s Terex TEX Stock Holding History

Jones Financial Companies’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$675K Buy
11,964
+11,265
+1,612% +$698K ﹤0.01% 1892
2025
Q4 		$37.3K Buy
699
+361
+107% +$18.2K ﹤0.01% 2662
2025
Q3 		$17.5K Buy
338
+74
+28% +$3.77K ﹤0.01% 2863
2025
Q2 		$12.5K Sell
264
-30
-10% -$1.25K ﹤0.01% 2786
2025
Q1 		$11.3K Sell
294
-371
-56% -$16.2K ﹤0.01% 2655
2024
Q4 		$30.7K Buy
+665
New +$34.7K ﹤0.01% 2077
2013
Q4 		– Sell
-28
Closed -$1K – 507
2013
Q3 		$1K Sell
28
-431
-94% -$13.1K ﹤0.01% 699
2013
Q2 		$12K Buy
+459
New +$14.2K ﹤0.01% 566

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jones Financial Companies increased its Terex (TEX) stake by 1,612% in Q1 2026, buying an estimated $698K and bringing the position to 11,964 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Jones Financial Companies first reported a position in TEX in Q2 2013 and has held it in 8 quarters since. 469 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • Jones Financial Companies held 11,964 shares of Terex worth $675K as of Q1 2026.
  • Jones Financial Companies bought 11,265 Terex shares in Q1 2026, an estimated $698K.
  • Terex made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1892 holding.
  • Jones Financial Companies first reported a position in Terex in Q2 2013 and has held it in 8 quarters since.
  • 469 funds tracked by Wall St. Rank held Terex as of Q1 2026.

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