Johnson Financial Group Q2 2026 Investment Activity
Johnson Financial Group's portfolio saw significant changes in Q2 2026, with notable increases and decreases across various holdings. The total portfolio value stood at $2.998 billion as of June 30th.
As of Johnson Financial Group's reporting date on June 30, 2026, the investment firm managed a substantial portfolio valued at approximately $2.998 billion.. This quarter's filing reveals active management decisions regarding their holdings, including both purchases and sales of significant assets.
Major Purchases: Johnson Financial Group demonstrated strong buying interest in several exchange-traded funds (ETFs) during Q2 2026. The firm significantly increased its position in ISHARES TR (IEFA) by acquiring an additional 566,232 shares (+29.27%). Another notable purchase was ISHARES TR (IWF), which saw a massive increase of over 122% due to the addition of 506,578 shares. The firm also boosted its stake in INVESCO EXCHANGE TRADED FD T (XLG) by more than 8.87%, adding 183,832 shares to the portfolio.
Purchases of Individual Shares: Beyond ETFs, Johnson Financial Group purchased individual stocks this quarter. The firm added shares in ISHARES TR (IUSB), increasing its position by just over 1% but still adding a significant 66,915 shares.
Significant Sales and Changes: The investment firm also made strategic adjustments to existing positions. ISHARES INC (IEMG) experienced a substantial increase of 81.67% in its portfolio allocation, driven by the addition of 366,116 shares.
Sales and Reductions: Johnson Financial Group divested from several holdings during Q2. The firm sold shares in ISHARES TR (ISTB), reducing its position by a steep 70.41%. Similarly, the stake in ISHARES TR (MBB) was cut by over 63.62%, and there was a significant reduction of more than 65.66% in holdings of J P MORGAN EXCHANGE TRADED F (JPST).
New Positions: The filing indicates that Johnson Financial Group established new positions this quarter, including a small stake in ISHARES TR (IUSG) and other ETFs mentioned as part of their significant buys.
Sector Shifts: Overall sector allocation saw shifts, with Technology gaining slightly (+7.46%) to $223.7 million in value, while sectors like Financial Services ($97.9M) and Consumer Cyclical ($92.7M) maintained significant allocations.