Jones Financial Companies
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Jones Financial Companies’s Banzai International BNZI Stock Holding History

Jones Financial Companies’s Portfolio BNZI Stock Details BNZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12
Closed -$234 – 4748
2025
Q4 		$234 Hold
12
– – ﹤0.01% 4258
2025
Q3 		$670 Hold
12
– – ﹤0.01% 3980
2025
Q2 		$1.38K Hold
12
– – ﹤0.01% 3582
2025
Q1 		$2.86K Buy
+12
New +$3.38K ﹤0.01% 3150

Other funds holding BNZI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

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

Jones Financial Companies sold out of Banzai International (BNZI) in Q1 2026, closing a stake of 12 shares — an estimated $234 sold.

Jones Financial Companies first reported a position in BNZI in Q1 2025 and held it in 4 quarters. The position peaked at $2.86K in Q1 2025. 16 funds tracked by Wall St. Rank hold BNZI as of Q1 2026.

  • Jones Financial Companies reported no remaining Banzai International position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 12 Banzai International shares in Q1 2026, an estimated $234.
  • Jones Financial Companies first reported a position in Banzai International in Q1 2025 and held it in 4 quarters.
  • Jones Financial Companies's Banzai International position peaked at $2.86K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Banzai International as of Q1 2026.

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