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
Q2 		$8.17M Buy
345,564
+43,948
+15% +$985K ﹤0.01% 991
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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return
BAM
Bosun Asset Management Chicago, Illinois $195M AUM 27.62% 1-Year Est. Return

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

Jones Financial Companies increased its Barron's 400 ETF (BFOR) stake by 15% in Q2 2026, buying an estimated $985K and bringing the position to 345,564 shares worth $8.17M. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Jones Financial Companies first reported a position in BFOR in Q2 2024 and has held it in 9 quarters since. 42 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Jones Financial Companies held 345,564 shares of Barron's 400 ETF worth $8.17M as of Q2 2026.
  • Jones Financial Companies bought 43,948 Barron's 400 ETF shares in Q2 2026, an estimated $985K.
  • Barron's 400 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #991 holding.
  • Jones Financial Companies first reported a position in Barron's 400 ETF in Q2 2024 and has held it in 9 quarters since.
  • 42 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

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