Jones Financial Companies
WGO icon

Jones Financial Companies’s Winnebago Industries WGO Stock Holding History

Jones Financial Companies’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$439K Buy
13,935
+7,949
+133% +$331K ﹤0.01% 2110
2025
Q4 		$243K Buy
5,986
+2,398
+67% +$87.4K ﹤0.01% 1816
2025
Q3 		$124K Buy
3,588
+2,595
+261% +$85.6K ﹤0.01% 1993
2025
Q2 		$29.1K Buy
993
+664
+202% +$21.8K ﹤0.01% 2443
2025
Q1 		$11.4K Sell
329
-47
-13% -$1.99K ﹤0.01% 2652
2024
Q4 		$17.9K Sell
376
-249
-40% -$14.1K ﹤0.01% 2300
2024
Q3 		$36.4K Buy
625
+384
+159% +$22K ﹤0.01% 1756
2024
Q2 		$13.1K Buy
+241
New +$14.8K ﹤0.01% 1674

Other funds holding WGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return