Jones Financial Companies
XPER icon

Jones Financial Companies’s Xperi XPER Stock Holding History

Jones Financial Companies’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
32,040
+6,756
+27% +$48.9K ﹤0.01% 2468
2026
Q1 		$140K Buy
25,284
+25,256
+90,200% +$146K ﹤0.01% 2536
2025
Q4 		$164 Buy
28
+15
+115% +$94 ﹤0.01% 4280
2025
Q3 		$86 Hold
13
– – ﹤0.01% 4170
2025
Q2 		$102 Buy
+13
New +$98 ﹤0.01% 3949

Other funds holding XPER

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Jones Financial Companies increased its Xperi (XPER) stake by 27% in Q2 2026, buying an estimated $48.9K and bringing the position to 32,040 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2468.

Jones Financial Companies first reported a position in XPER in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • Jones Financial Companies held 32,040 shares of Xperi worth $259K as of Q2 2026.
  • Jones Financial Companies bought 6,756 Xperi shares in Q2 2026, an estimated $48.9K.
  • Xperi made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2468 holding.
  • Jones Financial Companies first reported a position in Xperi in Q2 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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