Jones Financial Companies
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Jones Financial Companies’s UL Solutions ULS Stock Holding History

Jones Financial Companies’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
2,342
+798
+52% +$75.5K ﹤0.01% 2512
2026
Q1 		$130K Buy
1,544
+1,301
+535% +$103K ﹤0.01% 2561
2025
Q4 		$19.2K Buy
243
+200
+465% +$16.1K ﹤0.01% 2944
2025
Q3 		$2.99K Hold
43
– – ﹤0.01% 3559
2025
Q2 		$3.1K Sell
43
-812
-95% -$53.2K ﹤0.01% 3316
2025
Q1 		$47.6K Hold
855
– – ﹤0.01% 2085
2024
Q4 		$42.6K Sell
855
-200
-19% -$10.4K ﹤0.01% 1937
2024
Q3 		$52.2K Buy
+1,055
New +$51.4K ﹤0.01% 1618

Other funds holding ULS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jupiter Topco
Jupiter Topco New York $245B AUM
Durable Capital Partners
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jones Financial Companies increased its UL Solutions (ULS) stake by 52% in Q2 2026, buying an estimated $75.5K and bringing the position to 2,342 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

Jones Financial Companies first reported a position in ULS in Q3 2024 and has held it in 8 quarters since. 391 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

  • Jones Financial Companies held 2,342 shares of UL Solutions worth $232K as of Q2 2026.
  • Jones Financial Companies bought 798 UL Solutions shares in Q2 2026, an estimated $75.5K.
  • UL Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2512 holding.
  • Jones Financial Companies first reported a position in UL Solutions in Q3 2024 and has held it in 8 quarters since.
  • 391 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

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