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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return