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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Jones Financial Companies increased its United Rentals (URI) stake by 1,919% in Q1 2026, buying an estimated $75M and bringing the position to 93,926 shares worth $69M. The position accounts for 0.03% of the portfolio, ranked #271.

Jones Financial Companies first reported a position in URI in Q4 2020 and has held it in 22 quarters since. 1,453 funds tracked by Wall St. Rank hold URI as of Q1 2026.

  • Jones Financial Companies held 93,926 shares of United Rentals worth $69M as of Q1 2026.
  • Jones Financial Companies bought 89,274 United Rentals shares in Q1 2026, an estimated $75M.
  • United Rentals made up 0.03% of Jones Financial Companies's portfolio in Q1 2026, its #271 holding.
  • Jones Financial Companies first reported a position in United Rentals in Q4 2020 and has held it in 22 quarters since.
  • 1,453 funds tracked by Wall St. Rank held United Rentals as of Q1 2026.

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