Jones Financial Companies
WDFC icon

Jones Financial Companies’s WD-40 WDFC Stock Holding History

Jones Financial Companies’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.6M Buy
74,740
+17,744
+31% +$3.8M 0.01% 699
2026
Q1 		$11.5M Buy
56,996
+56,334
+8,510% +$12.6M 0.01% 775
2025
Q4 		$130K Sell
662
-208
-24% -$41K ﹤0.01% 2116
2025
Q3 		$173K Buy
870
+280
+47% +$60.7K ﹤0.01% 1850
2025
Q2 		$135K Buy
590
+184
+45% +$43.3K ﹤0.01% 1810
2025
Q1 		$98.3K Sell
406
-242
-37% -$57.2K ﹤0.01% 1783
2024
Q4 		$157K Buy
648
+447
+222% +$119K ﹤0.01% 1453
2024
Q3 		$51.8K Buy
201
+130
+183% +$32.6K ﹤0.01% 1623
2024
Q2 		$15.6K Buy
71
+10
+16% +$2.31K ﹤0.01% 1619
2024
Q1 		$15.5K Buy
61
+47
+336% +$12.2K ﹤0.01% 958
2023
Q4 		$3.35K Buy
+14
New +$3.13K ﹤0.01% 820
2023
Q2 		– Sell
-23
Closed -$4.09K – 600
2023
Q1 		$4.09K Sell
23
-3
-12% -$518 ﹤0.01% 528
2022
Q4 		$4K Buy
26
+3
+13% +$500 ﹤0.01% 570
2022
Q3 		$4K Hold
23
– – ﹤0.01% 492
2022
Q2 		$5K Hold
23
– – ﹤0.01% 550
2022
Q1 		$4K Sell
23
-12
-34% -$2.56K ﹤0.01% 614
2021
Q4 		$9K Hold
35
– – ﹤0.01% 569
2021
Q3 		$8K Hold
35
– – ﹤0.01% 528
2021
Q2 		$9K Buy
35
+12
+52% +$3.07K ﹤0.01% 495
2021
Q1 		$7K Buy
23
+12
+109% +$3.64K ﹤0.01% 585
2020
Q4 		$3K Buy
+11
New +$2.66K ﹤0.01% 577

Other funds holding WDFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Jones Financial Companies increased its WD-40 (WDFC) stake by 31% in Q2 2026, buying an estimated $3.8M and bringing the position to 74,740 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #699.

Jones Financial Companies first reported a position in WDFC in Q4 2020 and has held it in 21 quarters since. 385 funds tracked by Wall St. Rank hold WDFC as of Q2 2026.

  • Jones Financial Companies held 74,740 shares of WD-40 worth $18.6M as of Q2 2026.
  • Jones Financial Companies bought 17,744 WD-40 shares in Q2 2026, an estimated $3.8M.
  • WD-40 made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #699 holding.
  • Jones Financial Companies first reported a position in WD-40 in Q4 2020 and has held it in 21 quarters since.
  • 385 funds tracked by Wall St. Rank held WD-40 as of Q2 2026.

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