Jones Financial Companies
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Jones Financial Companies’s Universal Technical Institute UTI Stock Holding History

Jones Financial Companies’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Buy
8,438
+722
+9% +$27.7K ﹤0.01% 2357
2026
Q1 		$287K Buy
7,716
+6,031
+358% +$190K ﹤0.01% 2259
2025
Q4 		$44K Buy
1,685
+1,286
+322% +$36.4K ﹤0.01% 2585
2025
Q3 		$12.7K Buy
399
+324
+432% +$9.52K ﹤0.01% 2992
2025
Q2 		$2.59K Sell
75
-124
-62% -$3.89K ﹤0.01% 3378
2025
Q1 		$5.05K Buy
199
+64
+47% +$1.73K ﹤0.01% 2956
2024
Q4 		$3.47K Hold
135
– – ﹤0.01% 2864
2024
Q3 		$2.18K Buy
+135
New +$2.31K ﹤0.01% 2660

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

Jones Financial Companies increased its Universal Technical Institute (UTI) stake by 9.4% in Q2 2026, buying an estimated $27.7K and bringing the position to 8,438 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2357.

Jones Financial Companies first reported a position in UTI in Q3 2024 and has held it in 8 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Jones Financial Companies held 8,438 shares of Universal Technical Institute worth $351K as of Q2 2026.
  • Jones Financial Companies bought 722 Universal Technical Institute shares in Q2 2026, an estimated $27.7K.
  • Universal Technical Institute made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2357 holding.
  • Jones Financial Companies first reported a position in Universal Technical Institute in Q3 2024 and has held it in 8 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

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