Jones Financial Companies
BBU

Jones Financial Companies’s Brookfield Business Partners BBU Stock Holding History

Jones Financial Companies’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-58
Closed -$2.04K – 4739
2025
Q4 		$2.04K Hold
58
– – ﹤0.01% 3813
2025
Q3 		$1.87K Hold
58
– – ﹤0.01% 3715
2025
Q2 		$1.47K Hold
58
– – ﹤0.01% 3559
2025
Q1 		$1.38K Buy
+58
New +$1.34K ﹤0.01% 3327

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Jones Financial Companies sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 58 shares — an estimated $2.04K sold.

Jones Financial Companies first reported a position in BBU in Q1 2025 and held it in 4 quarters. The position peaked at $2.04K in Q4 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • Jones Financial Companies reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 58 Brookfield Business Partners shares in Q1 2026, an estimated $2.04K.
  • Jones Financial Companies first reported a position in Brookfield Business Partners in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's Brookfield Business Partners position peaked at $2.04K in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

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