13F Insight
DOSSIER · 13F-HR · Q2 2026

Johnson Financial Group, Inc.

$3.0B in tracked AUM across 1,178 positions as of Q2 2026.

JF
CIK 0001477024 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
1,178
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Johnson Financial Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$949M1.3M31.2%02
IEFA
ISHARES TR
$242M2.5M7.9%03
IUSB
ISHARES TR
$236M5.1M7.8%04
XLG
INVESCO EXCHANGE TRADED FD T
$138M2.3M4.5%05
IWF
ISHARES TR
$114M919K3.8%06
IEMG
ISHARES INC
$67M814K2.2%07
AAPL
APPLE INC
$60M209K2.0%08
ACWX
ISHARES TR
$51M676K1.7%09
IXUS
ISHARES TR
$45M470K1.5%10
JOUT
JOHNSON OUTDOORS INC
$44M951K1.4%

Filing history

2026Q2Jun 30
$3.0B▲ 10.1%
1,178 positionsView →2026Q1Mar 31
$2.8B▲ 3.4%
1,301 positionsView →2025Q4Dec 31
$2.7B▲ 242.5%
1,369 positionsView →2025Q3Sep 30
$780M▼ 64.9%
739 positionsView →2025Q2Jun 30
$2.2B▲ 8.7%
1,031 positionsLocked2025Q1Mar 31
$2.0B▼ 3.4%
1,191 positionsLocked2024Q4Dec 31
$2.1B▼ 3.4%
1,138 positionsLocked2024Q3Sep 30
$2.2B▲ 6.1%
1,245 positionsLocked2024Q2Jun 30
$2.1B▲ 11.0%
1,111 positionsLocked2024Q1Mar 31
$1.9B▲ 1.7%
1,161 positionsLocked2023Q4Dec 31
$1.8B▲ 27.0%
1,270 positionsLocked2023Q3Sep 30
$1.4B▼ 0.5%
917 positionsLocked
Showing 12 of 64