Jones Financial Companies
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Jones Financial Companies’s ZIM Integrated Shipping Services ZIM Stock Holding History

Jones Financial Companies’s Portfolio ZIM Stock Details ZIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$764K Sell
29,882
-13,544
-31% -$349K ﹤0.01% 2026
2026
Q1 		$1.14M Buy
43,426
+35,265
+432% +$878K ﹤0.01% 1666
2025
Q4 		$173K Buy
8,161
+5,206
+176% +$87.3K ﹤0.01% 1969
2025
Q3 		$41.2K Buy
2,955
+347
+13% +$5.27K ﹤0.01% 2460
2025
Q2 		$43.1K Sell
2,608
-100
-4% -$1.57K ﹤0.01% 2278
2025
Q1 		$41.9K Buy
2,708
+98
+4% +$1.84K ﹤0.01% 2134
2024
Q4 		$56K Sell
2,610
-264
-9% -$5.8K ﹤0.01% 1834
2024
Q3 		$69.7K Buy
2,874
+2,097
+270% +$40.8K ﹤0.01% 1517
2024
Q2 		$17.2K Sell
777
-7,297
-90% -$118K ﹤0.01% 1585
2024
Q1 		$81.7K Buy
+8,074
New +$98K ﹤0.01% 632

Other funds holding ZIM

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies reduced its ZIM Integrated Shipping Services (ZIM) stake by 31% in Q2 2026, selling an estimated $349K and leaving 29,882 shares worth $764K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Jones Financial Companies first reported a position in ZIM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2026. 246 funds tracked by Wall St. Rank hold ZIM as of Q2 2026.

  • Jones Financial Companies held 29,882 shares of ZIM Integrated Shipping Services worth $764K as of Q2 2026.
  • Jones Financial Companies sold 13,544 ZIM Integrated Shipping Services shares in Q2 2026, an estimated $349K.
  • ZIM Integrated Shipping Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2026 holding.
  • Jones Financial Companies first reported a position in ZIM Integrated Shipping Services in Q1 2024 and has held it in 10 quarters since.
  • Jones Financial Companies's ZIM Integrated Shipping Services position peaked at $1.14M in Q1 2026.
  • 246 funds tracked by Wall St. Rank held ZIM Integrated Shipping Services as of Q2 2026.

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