Jones Financial Companies
AVPT icon

Jones Financial Companies’s AvePoint AVPT Stock Holding History

Jones Financial Companies’s Portfolio AVPT Stock Details AVPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.9K Sell
2,834
-448
-14% -$4.61K ﹤0.01% 3318
2026
Q1 		$31K Buy
3,282
+2,772
+544% +$31.2K ﹤0.01% 3129
2025
Q4 		$7.08K Hold
510
– – ﹤0.01% 3368
2025
Q3 		$7.83K Buy
510
+173
+51% +$2.9K ﹤0.01% 3182
2025
Q2 		$6.48K Buy
+337
New +$5.84K ﹤0.01% 3044

Other funds holding AVPT

A6
Anchor @ 65 Singapore $355M AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Parsifal Capital Management Greenwich, Connecticut $826M AUM 47.87% 1-Year Est. Return

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

Jones Financial Companies reduced its AvePoint (AVPT) stake by 14% in Q2 2026, selling an estimated $4.61K and leaving 2,834 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3318.

Jones Financial Companies first reported a position in AVPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $31K in Q1 2026. 253 funds tracked by Wall St. Rank hold AVPT as of Q2 2026.

  • Jones Financial Companies held 2,834 shares of AvePoint worth $30.9K as of Q2 2026.
  • Jones Financial Companies sold 448 AvePoint shares in Q2 2026, an estimated $4.61K.
  • AvePoint made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3318 holding.
  • Jones Financial Companies first reported a position in AvePoint in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's AvePoint position peaked at $31K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held AvePoint as of Q2 2026.

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