Jones Financial Companies
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Jones Financial Companies’s CBAK Energy Technology Ltd CBAT Stock Holding History

Jones Financial Companies’s Portfolio CBAT Stock Details CBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5K Hold
1,845
– – ﹤0.01% 4231
2025
Q4 		$1.54K Buy
+1,845
New +$1.7K ﹤0.01% 3901

Other funds holding CBAT

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Jones Financial Companies held its CBAK Energy Technology Ltd (CBAT) position steady in Q1 2026 at 1,845 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4231.

Jones Financial Companies first reported a position in CBAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.54K in Q4 2025. 28 funds tracked by Wall St. Rank hold CBAT as of Q1 2026.

  • Jones Financial Companies held 1,845 shares of CBAK Energy Technology Ltd worth $1.5K as of Q1 2026.
  • Jones Financial Companies left its CBAK Energy Technology Ltd share count unchanged in Q1 2026.
  • CBAK Energy Technology Ltd made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4231 holding.
  • Jones Financial Companies first reported a position in CBAK Energy Technology Ltd in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's CBAK Energy Technology Ltd position peaked at $1.54K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2026.

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