Jones Financial Companies
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Jones Financial Companies’s Trilogy Metals TMQ Stock Holding History

Jones Financial Companies’s Portfolio TMQ Stock Details TMQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$55.9K Buy
16,627
+6,102
+58% +$25.1K ﹤0.01% 3075
2026
Q1 		$35.4K Buy
10,525
+2,643
+34% +$12.1K ﹤0.01% 3073
2025
Q4 		$34K Buy
+7,882
New +$37.1K ﹤0.01% 2704

Other funds holding TMQ

EG
Electrum Group New York $3.39B AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return
GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Jones Financial Companies increased its Trilogy Metals (TMQ) stake by 58% in Q2 2026, buying an estimated $25.1K and bringing the position to 16,627 shares worth $55.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Jones Financial Companies first reported a position in TMQ in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold TMQ as of Q2 2026.

  • Jones Financial Companies held 16,627 shares of Trilogy Metals worth $55.9K as of Q2 2026.
  • Jones Financial Companies bought 6,102 Trilogy Metals shares in Q2 2026, an estimated $25.1K.
  • Trilogy Metals made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3075 holding.
  • Jones Financial Companies first reported a position in Trilogy Metals in Q4 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Trilogy Metals as of Q2 2026.

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