Jones Financial Companies
AVDX

Jones Financial Companies’s AvidXchange AVDX Stock Holding History

Jones Financial Companies’s Portfolio AVDX Stock Details AVDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-719
Closed -$7.16K – 4409
2025
Q3 		$7.16K Hold
719
– – ﹤0.01% 3206
2025
Q2 		$7.04K Buy
+719
New +$6.48K ﹤0.01% 3002

Other funds holding AVDX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Jones Financial Companies's AVDX Position: Q4 2025 in Review

Jones Financial Companies sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 719 shares — an estimated $7.16K sold.

Jones Financial Companies first reported a position in AVDX in Q2 2025 and held it in 2 quarters. The position peaked at $7.16K in Q3 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

  • Jones Financial Companies reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 719 AvidXchange shares in Q4 2025, an estimated $7.16K.
  • Jones Financial Companies first reported a position in AvidXchange in Q2 2025 and held it in 2 quarters.
  • Jones Financial Companies's AvidXchange position peaked at $7.16K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.