Jones Financial Companies
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Jones Financial Companies’s a.k.a. Brands AKA Stock Holding History

Jones Financial Companies’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.28K Buy
429
+103
+32% +$1.1K ﹤0.01% 3900
2025
Q4 		$3.49K Hold
326
– – ﹤0.01% 3649
2025
Q3 		$3.29K Hold
326
– – ﹤0.01% 3527
2025
Q2 		$3.49K Hold
326
– – ﹤0.01% 3266
2025
Q1 		$4.66K Hold
326
– – ﹤0.01% 2982
2024
Q4 		$6.1K Hold
326
– – ﹤0.01% 2696
2024
Q3 		$7.86K Hold
326
– – ﹤0.01% 2303
2024
Q2 		$4.97K Buy
+326
New +$5.2K ﹤0.01% 1938

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VCM
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VFT
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TRCT
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jones Financial Companies increased its a.k.a. Brands (AKA) stake by 32% in Q1 2026, buying an estimated $1.1K and bringing the position to 429 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3900.

Jones Financial Companies first reported a position in AKA in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.86K in Q3 2024. 21 funds tracked by Wall St. Rank hold AKA as of Q1 2026.

  • Jones Financial Companies held 429 shares of a.k.a. Brands worth $4.28K as of Q1 2026.
  • Jones Financial Companies bought 103 a.k.a. Brands shares in Q1 2026, an estimated $1.1K.
  • a.k.a. Brands made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3900 holding.
  • Jones Financial Companies first reported a position in a.k.a. Brands in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's a.k.a. Brands position peaked at $7.86K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held a.k.a. Brands as of Q1 2026.

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