Jones Financial Companies
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Jones Financial Companies’s United-Guardian UG Stock Holding History

Jones Financial Companies’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$656 Hold
100
– – ﹤0.01% 4450
2025
Q4 		$616 Hold
100
– – ﹤0.01% 4122
2025
Q3 		$776 Hold
100
– – ﹤0.01% 3956
2025
Q2 		$815 Hold
100
– – ﹤0.01% 3705
2025
Q1 		$915 Hold
100
– – ﹤0.01% 3421
2024
Q4 		$965 Hold
100
– – ﹤0.01% 3146
2024
Q3 		$1.52K Buy
+100
New +$1.25K ﹤0.01% 2734

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Jones Financial Companies held its United-Guardian (UG) position steady in Q1 2026 at 100 shares worth $656. The position accounts for ﹤0.01% of the portfolio, ranked #4450.

Jones Financial Companies first reported a position in UG in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.52K in Q3 2024. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Jones Financial Companies held 100 shares of United-Guardian worth $656 as of Q1 2026.
  • Jones Financial Companies left its United-Guardian share count unchanged in Q1 2026.
  • United-Guardian made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4450 holding.
  • Jones Financial Companies first reported a position in United-Guardian in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's United-Guardian position peaked at $1.52K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

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