Jones Financial Companies
AIFC

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
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 $141M AUM 153.09% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jones Financial Companies's AIFC Position: Q1 2026 in Review

Jones Financial Companies increased its AI Financial Corp (AIFC) stake by 5% in Q1 2026, buying an estimated $163 and bringing the position to 2,100 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #4077.

Jones Financial Companies first reported a position in AIFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.1K in Q3 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • Jones Financial Companies held 2,100 shares of AI Financial Corp worth $2.58K as of Q1 2026.
  • Jones Financial Companies bought 100 AI Financial Corp shares in Q1 2026, an estimated $163.
  • AI Financial Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4077 holding.
  • Jones Financial Companies first reported a position in AI Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's AI Financial Corp position peaked at $3.1K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.