Jones Financial Companies
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Jones Financial Companies’s Biglari Holdings Class B BH Stock Holding History

Jones Financial Companies’s Portfolio BH Stock Details BH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.7K Buy
143
+52
+57% +$19.5K ﹤0.01% 2992
2025
Q4 		$30.3K Buy
91
+2
+2% +$671 ﹤0.01% 2755
2025
Q3 		$29.1K Buy
89
+50
+128% +$15.3K ﹤0.01% 2607
2025
Q2 		$11.4K Buy
39
+27
+225% +$6.55K ﹤0.01% 2822
2025
Q1 		$2.59K Buy
+12
New +$2.73K ﹤0.01% 3184

Other funds holding BH

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Jones Financial Companies increased its Biglari Holdings Class B (BH) stake by 57% in Q1 2026, buying an estimated $19.5K and bringing the position to 143 shares worth $43.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Jones Financial Companies first reported a position in BH in Q1 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold BH as of Q1 2026.

  • Jones Financial Companies held 143 shares of Biglari Holdings Class B worth $43.7K as of Q1 2026.
  • Jones Financial Companies bought 52 Biglari Holdings Class B shares in Q1 2026, an estimated $19.5K.
  • Biglari Holdings Class B made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2992 holding.
  • Jones Financial Companies first reported a position in Biglari Holdings Class B in Q1 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Biglari Holdings Class B as of Q1 2026.

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