Jones Financial Companies
XP icon

Jones Financial Companies’s XP XP Stock Holding History

Jones Financial Companies’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.2K Buy
5,900
+1,304
+28% +$23.2K ﹤0.01% 2875
2026
Q1 		$81.3K Buy
4,596
+4,535
+7,434% +$87.6K ﹤0.01% 2758
2025
Q4 		$999 Hold
61
– – ﹤0.01% 4012
2025
Q3 		$1.15K Buy
61
+51
+510% +$915 ﹤0.01% 3857
2025
Q2 		$197 Buy
+10
New +$173 ﹤0.01% 3915
2025
Q1 		– Sell
-11
Closed -$130 – 3879
2024
Q4 		$130 Buy
+11
New +$173 ﹤0.01% 3335
2023
Q2 		– Sell
-265
Closed -$3.15K – 606
2023
Q1 		$3.15K Buy
+265
New +$3.78K ﹤0.01% 542

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Jones Financial Companies increased its XP (XP) stake by 28% in Q2 2026, buying an estimated $23.2K and bringing the position to 5,900 shares worth $95.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2875.

Jones Financial Companies first reported a position in XP in Q1 2023 and has held it in 7 quarters since. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • Jones Financial Companies held 5,900 shares of XP worth $95.2K as of Q2 2026.
  • Jones Financial Companies bought 1,304 XP shares in Q2 2026, an estimated $23.2K.
  • XP made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2875 holding.
  • Jones Financial Companies first reported a position in XP in Q1 2023 and has held it in 7 quarters since.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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