Jones Financial Companies
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Jones Financial Companies’s CareCloud CCLD Stock Holding History

Jones Financial Companies’s Portfolio CCLD Stock Details CCLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33
Closed -$96 – 4757
2025
Q4 		$96 Hold
33
– – ﹤0.01% 4317
2025
Q3 		$111 Buy
+33
New +$96 ﹤0.01% 4158

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VCM
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HIM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Jones Financial Companies sold out of CareCloud (CCLD) in Q1 2026, closing a stake of 33 shares — an estimated $96 sold.

Jones Financial Companies first reported a position in CCLD in Q3 2025 and held it in 2 quarters. The position peaked at $111 in Q3 2025. 75 funds tracked by Wall St. Rank hold CCLD as of Q1 2026.

  • Jones Financial Companies reported no remaining CareCloud position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 33 CareCloud shares in Q1 2026, an estimated $96.
  • Jones Financial Companies first reported a position in CareCloud in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's CareCloud position peaked at $111 in Q3 2025.
  • 75 funds tracked by Wall St. Rank held CareCloud as of Q1 2026.

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