Jones Financial Companies
WLK icon

Jones Financial Companies’s Westlake Corp WLK Stock Holding History

Jones Financial Companies’s Portfolio WLK Stock Details WLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.3K Buy
487
+126
+35% +$12.3K ﹤0.01% 3243
2026
Q1 		$40.8K Buy
361
+55
+18% +$5.33K ﹤0.01% 3019
2025
Q4 		$22.6K Sell
306
-100
-25% -$7.12K ﹤0.01% 2879
2025
Q3 		$31.5K Buy
406
+106
+35% +$8.83K ﹤0.01% 2568
2025
Q2 		$22.9K Buy
300
+46
+18% +$3.76K ﹤0.01% 2534
2025
Q1 		$25.2K Buy
254
+44
+21% +$4.87K ﹤0.01% 2344
2024
Q4 		$24.1K Buy
210
+78
+59% +$10.2K ﹤0.01% 2172
2024
Q3 		$19.8K Sell
132
-12
-8% -$1.73K ﹤0.01% 1955
2024
Q2 		$20.9K Buy
+144
New +$22.1K ﹤0.01% 1528

Other funds holding WLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Brandes Investment Partners
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Jones Financial Companies increased its Westlake Corp (WLK) stake by 35% in Q2 2026, buying an estimated $12.3K and bringing the position to 487 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

Jones Financial Companies first reported a position in WLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $40.8K in Q1 2026. 360 funds tracked by Wall St. Rank hold WLK as of Q2 2026.

  • Jones Financial Companies held 487 shares of Westlake Corp worth $37.3K as of Q2 2026.
  • Jones Financial Companies bought 126 Westlake Corp shares in Q2 2026, an estimated $12.3K.
  • Westlake Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3243 holding.
  • Jones Financial Companies first reported a position in Westlake Corp in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Westlake Corp position peaked at $40.8K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Westlake Corp as of Q2 2026.

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