Jones Financial Companies
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Jones Financial Companies’s United Rentals URI Stock Holding History

Jones Financial Companies’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$115M Buy
102,287
+8,361
+9% +$7.95M 0.05% 218
2026
Q1 		$69M Buy
93,926
+89,274
+1,919% +$75M 0.03% 271
2025
Q4 		$3.76M Buy
4,652
+898
+24% +$779K ﹤0.01% 734
2025
Q3 		$3.56M Buy
3,754
+746
+25% +$665K ﹤0.01% 673
2025
Q2 		$2.26M Buy
3,008
+905
+43% +$605K ﹤0.01% 720
2025
Q1 		$1.32M Buy
2,103
+636
+43% +$437K ﹤0.01% 765
2024
Q4 		$1.03M Buy
1,467
+605
+70% +$492K ﹤0.01% 732
2024
Q3 		$702K Buy
862
+412
+92% +$296K ﹤0.01% 713
2024
Q2 		$291K Buy
450
+439
+3,991% +$292K ﹤0.01% 717
2024
Q1 		$7.93K Sell
11
-18
-62% -$11.6K ﹤0.01% 1105
2023
Q4 		$16.6K Sell
29
-32
-52% -$15.1K ﹤0.01% 609
2023
Q3 		$27.1K Hold
61
– – ﹤0.01% 407
2023
Q2 		$27.2K Hold
61
– – ﹤0.01% 400
2023
Q1 		$24.1K Sell
61
-9
-13% -$3.78K ﹤0.01% 406
2022
Q4 		$25K Sell
70
-80
-53% -$26.3K ﹤0.01% 399
2022
Q3 		$41K Buy
150
+80
+114% +$23.3K ﹤0.01% 338
2022
Q2 		$17K Hold
70
– – ﹤0.01% 430
2022
Q1 		$25K Hold
70
– – ﹤0.01% 416
2021
Q4 		$23K Buy
70
+36
+106% +$12.8K ﹤0.01% 447
2021
Q3 		$12K Hold
34
– – ﹤0.01% 480
2021
Q2 		$11K Sell
34
-13
-28% -$4.2K ﹤0.01% 468
2021
Q1 		$15K Buy
47
+20
+74% +$5.66K ﹤0.01% 492
2020
Q4 		$6K Buy
+27
New +$5.7K ﹤0.01% 486

Other funds holding URI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies increased its United Rentals (URI) stake by 8.9% in Q2 2026, buying an estimated $7.95M and bringing the position to 102,287 shares worth $115M. The position accounts for 0.05% of the portfolio, ranked #218.

Jones Financial Companies first reported a position in URI in Q4 2020 and has held it in 23 quarters since. 1,594 funds tracked by Wall St. Rank hold URI as of Q2 2026.

  • Jones Financial Companies held 102,287 shares of United Rentals worth $115M as of Q2 2026.
  • Jones Financial Companies bought 8,361 United Rentals shares in Q2 2026, an estimated $7.95M.
  • United Rentals made up 0.05% of Jones Financial Companies's portfolio in Q2 2026, its #218 holding.
  • Jones Financial Companies first reported a position in United Rentals in Q4 2020 and has held it in 23 quarters since.
  • 1,594 funds tracked by Wall St. Rank held United Rentals as of Q2 2026.

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