Jones Financial Companies
BFOR icon

Jones Financial Companies’s Barron's 400 ETF BFOR Stock Holding History

Jones Financial Companies’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.16M Buy
301,616
+126,316
+72% +$2.7M ﹤0.01% 999
2025
Q4 		$3.61M Buy
175,300
+105,488
+151% +$2.14M ﹤0.01% 750
2025
Q3 		$1.42M Buy
69,812
+31,976
+85% +$635K ﹤0.01% 998
2025
Q2 		$726K Buy
37,836
+13,708
+57% +$245K ﹤0.01% 1129
2025
Q1 		$417K Buy
24,128
+16,708
+225% +$305K ﹤0.01% 1205
2024
Q4 		$135K Buy
7,420
+5,084
+218% +$95.1K ﹤0.01% 1511
2024
Q3 		$41.7K Buy
2,336
+912
+64% +$15.7K ﹤0.01% 1709
2024
Q2 		$23.6K Buy
+1,424
New +$23.5K ﹤0.01% 1498

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $30.1M AUM 22.96% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Jones Financial Companies increased its Barron's 400 ETF (BFOR) stake by 72% in Q1 2026, buying an estimated $2.7M and bringing the position to 301,616 shares worth $6.16M. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Jones Financial Companies first reported a position in BFOR in Q2 2024 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold BFOR as of Q1 2026.

  • Jones Financial Companies held 301,616 shares of Barron's 400 ETF worth $6.16M as of Q1 2026.
  • Jones Financial Companies bought 126,316 Barron's 400 ETF shares in Q1 2026, an estimated $2.7M.
  • Barron's 400 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #999 holding.
  • Jones Financial Companies first reported a position in Barron's 400 ETF in Q2 2024 and has held it in 8 quarters since.
  • 41 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2026.

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