Jones Financial Companies
WK icon

Jones Financial Companies’s Workiva WK Stock Holding History

Jones Financial Companies’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.2K Buy
921
+252
+38% +$13K ﹤0.01% 3177
2026
Q1 		$38.7K Buy
669
+74
+12% +$5.16K ﹤0.01% 3042
2025
Q4 		$51.3K Buy
595
+562
+1,703% +$49.8K ﹤0.01% 2511
2025
Q3 		$2.83K Hold
33
– – ﹤0.01% 3576
2025
Q2 		$2.17K Sell
33
-79
-71% -$5.43K ﹤0.01% 3446
2025
Q1 		$8.82K Buy
112
+66
+143% +$6.23K ﹤0.01% 2762
2024
Q4 		$5.04K Hold
46
– – ﹤0.01% 2752
2024
Q3 		$3.7K Buy
+46
New +$3.45K ﹤0.01% 2521
2024
Q2 		– Sell
-46
Closed -$3.9K – 2449
2024
Q1 		$3.9K Buy
46
+7
+18% +$631 ﹤0.01% 1192
2023
Q4 		$3.96K Buy
39
+17
+77% +$1.64K ﹤0.01% 792
2023
Q3 		$2.23K Buy
+22
New +$2.29K ﹤0.01% 565
2022
Q1 		– Sell
-4
Closed -$1K – 854
2021
Q4 		$1K Buy
+4
New +$564 ﹤0.01% 745

Other funds holding WK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

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

Jones Financial Companies increased its Workiva (WK) stake by 38% in Q2 2026, buying an estimated $13K and bringing the position to 921 shares worth $45.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Jones Financial Companies first reported a position in WK in Q4 2021 and has held it in 12 quarters since. The position peaked at $51.3K in Q4 2025. 306 funds tracked by Wall St. Rank hold WK as of Q2 2026.

  • Jones Financial Companies held 921 shares of Workiva worth $45.2K as of Q2 2026.
  • Jones Financial Companies bought 252 Workiva shares in Q2 2026, an estimated $13K.
  • Workiva made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3177 holding.
  • Jones Financial Companies first reported a position in Workiva in Q4 2021 and has held it in 12 quarters since.
  • Jones Financial Companies's Workiva position peaked at $51.3K in Q4 2025.
  • 306 funds tracked by Wall St. Rank held Workiva as of Q2 2026.

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