Jones Financial Companies
AIFC icon

Jones Financial Companies’s AI Financial Corp AIFC Stock Holding History

Jones Financial Companies’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81K Buy
3,300
+1,200
+57% +$1.01K ﹤0.01% 4448
2026
Q1 		$2.58K Buy
2,100
+100
+5% +$163 ﹤0.01% 4077
2025
Q4 		$2.2K Buy
2,000
+1,000
+100% +$1.93K ﹤0.01% 3796
2025
Q3 		$3.1K Buy
+1,000
New +$5.99K ﹤0.01% 3545

Other funds holding AIFC

CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ExodusPoint Capital Management
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Jones Financial Companies increased its AI Financial Corp (AIFC) stake by 57% in Q2 2026, buying an estimated $1.01K and bringing the position to 3,300 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #4448.

Jones Financial Companies first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.1K in Q3 2025. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Jones Financial Companies held 3,300 shares of AI Financial Corp worth $1.81K as of Q2 2026.
  • Jones Financial Companies bought 1,200 AI Financial Corp shares in Q2 2026, an estimated $1.01K.
  • AI Financial Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4448 holding.
  • Jones Financial Companies first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's AI Financial Corp position peaked at $3.1K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

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