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 Q2	$612K	Buy	19,527 +5,592	+40%	+$171K	﹤0.01%	2130
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Jones Financial Companies increased its Winnebago Industries (WGO) stake by 40% in Q2 2026, buying an estimated $171K and bringing the position to 19,527 shares worth $612K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Jones Financial Companies first reported a position in WGO in Q2 2024 and has held it in 9 quarters since. 243 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

Jones Financial Companies held 19,527 shares of Winnebago Industries worth $612K as of Q2 2026.
Jones Financial Companies bought 5,592 Winnebago Industries shares in Q2 2026, an estimated $171K.
Winnebago Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2130 holding.
Jones Financial Companies first reported a position in Winnebago Industries in Q2 2024 and has held it in 9 quarters since.
243 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

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