Jones Financial Companies

Jones Financial Companies’s Under Armour UAA Stock Holding History

Jones Financial Companies’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$919K	Buy	160,130 +9,979	+7%	+$64.7K	﹤0.01%	1755
2025 Q4	$746K	Buy	150,151 +13,167	+10%	+$61K	﹤0.01%	1345
2025 Q3	$681K	Buy	136,984 +27,489	+25%	+$160K	﹤0.01%	1267
2025 Q2	$754K	Buy	109,495 +33,167	+43%	+$207K	﹤0.01%	1120
2025 Q1	$481K	Buy	76,328 +6,649	+10%	+$49.5K	﹤0.01%	1143
2024 Q4	$577K	Buy	69,679 +15,531	+29%	+$142K	﹤0.01%	943
2024 Q3	$484K	Buy	54,148 +22,680	+72%	+$169K	﹤0.01%	832
2024 Q2	$210K	Buy	+31,468	New	+$215K	﹤0.01%	820

Other funds holding UAA

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return