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ESUMESUM
4 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in STRATEGY SHS

JONES FINANCIAL COMPANIES LLLP holds 121,045 shares of ESUM (STRATEGY SHS), worth $3.6M as of 2026-Q2. The position was increased (+46.4% shares). ESUM represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$3.6M

Current Shares

121,045

Total Value Change

+$3.5M

Total Shares Change

+114,329

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
121,045
+46.4%
$3.6M0.0%$30.64
36
2026-Q1
Increased
82,692
+151.0%
$2.1M0.0%$27.31
42
2025-Q4
Increased
32,940
+390.5%
$887,0740.0%$27.18
40
2025-Q3
New
6,716
-
$181,5200.0%$27.01
31

Other major holders of ESUM: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, LPL Financial LLC

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