Jones Financial Companies
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Jones Financial Companies’s Zurn Elkay Water Solutions ZWS Stock Holding History

Jones Financial Companies’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$530K Buy
10,409
+7,907
+316% +$387K ﹤0.01% 2193
2026
Q1 		$111K Buy
2,502
+2,331
+1,363% +$111K ﹤0.01% 2627
2025
Q4 		$7.95K Sell
171
-135
-44% -$6.34K ﹤0.01% 3322
2025
Q3 		$14.3K Hold
306
– – ﹤0.01% 2942
2025
Q2 		$11.2K Buy
306
+29
+10% +$998 ﹤0.01% 2829
2025
Q1 		$9.13K Hold
277
– – ﹤0.01% 2757
2024
Q4 		$10.3K Buy
277
+77
+39% +$2.94K ﹤0.01% 2518
2024
Q3 		$7.13K Buy
+200
New +$6.33K ﹤0.01% 2342
2022
Q3 		– Sell
-18
Closed – – 753
2022
Q2 		$0 Sell
18
-49
-73% -$1.49K ﹤0.01% 850
2022
Q1 		$2K Buy
+67
New +$2.23K ﹤0.01% 659
2021
Q1 		– Sell
-376
Closed -$7K – 880
2020
Q4 		$7K Buy
+376
New +$6.45K ﹤0.01% 474

Other funds holding ZWS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Jones Financial Companies increased its Zurn Elkay Water Solutions (ZWS) stake by 316% in Q2 2026, buying an estimated $387K and bringing the position to 10,409 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Jones Financial Companies first reported a position in ZWS in Q4 2020 and has held it in 11 quarters since. 436 funds tracked by Wall St. Rank hold ZWS as of Q2 2026.

  • Jones Financial Companies held 10,409 shares of Zurn Elkay Water Solutions worth $530K as of Q2 2026.
  • Jones Financial Companies bought 7,907 Zurn Elkay Water Solutions shares in Q2 2026, an estimated $387K.
  • Zurn Elkay Water Solutions made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2193 holding.
  • Jones Financial Companies first reported a position in Zurn Elkay Water Solutions in Q4 2020 and has held it in 11 quarters since.
  • 436 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2026.

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