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
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

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Jones Financial Companies increased its UL Solutions (ULS) stake by 535% in Q1 2026, buying an estimated $103K and bringing the position to 1,544 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Jones Financial Companies first reported a position in ULS in Q3 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold ULS as of Q1 2026.

  • Jones Financial Companies held 1,544 shares of UL Solutions worth $130K as of Q1 2026.
  • Jones Financial Companies bought 1,301 UL Solutions shares in Q1 2026, an estimated $103K.
  • UL Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2561 holding.
  • Jones Financial Companies first reported a position in UL Solutions in Q3 2024 and has held it in 7 quarters since.
  • 369 funds tracked by Wall St. Rank held UL Solutions as of Q1 2026.

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