Jones Financial Companies
WKHS icon

Jones Financial Companies’s Workhorse Group WKHS Stock Holding History

Jones Financial Companies’s Portfolio WKHS Stock Details WKHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61 Buy
22
+2
+10% +$8 ﹤0.01% 4666
2025
Q4 		$102 Buy
20
+11
+122% +$109 ﹤0.01% 4313
2025
Q3 		$119 Buy
9
+8
+800% +$158 ﹤0.01% 4153
2025
Q2 		$8 Hold
1
– – ﹤0.01% 4014
2025
Q1 		$16 Buy
+1
New +$71 ﹤0.01% 3683
2024
Q4 		– Hold
0
– – – 3380

Other funds holding WKHS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies's WKHS Position: Q1 2026 in Review

Jones Financial Companies increased its Workhorse Group (WKHS) stake by 10% in Q1 2026, buying an estimated $8 and bringing the position to 22 shares worth $61. The position accounts for ﹤0.01% of the portfolio, ranked #4666.

Jones Financial Companies first reported a position in WKHS in Q1 2025 and has held it in 5 quarters since. The position peaked at $119 in Q3 2025. 67 funds tracked by Wall St. Rank hold WKHS as of Q1 2026.

  • Jones Financial Companies held 22 shares of Workhorse Group worth $61 as of Q1 2026.
  • Jones Financial Companies bought 2 Workhorse Group shares in Q1 2026, an estimated $8.
  • Workhorse Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4666 holding.
  • Jones Financial Companies first reported a position in Workhorse Group in Q1 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Workhorse Group position peaked at $119 in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Workhorse Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.