Jones Financial Companies
CCRD

Jones Financial Companies’s CoreCard CCRD Stock Holding History

Jones Financial Companies’s Portfolio CCRD Stock Details CCRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$2.82K – 4248
2025
Q2 		$2.82K Buy
+100
New +$2.35K ﹤0.01% 3352

Other funds holding CCRD

WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
MCM
Monarch Capital Management Fort Wayne, Indiana $436M AUM 26.61% 1-Year Est. Return

Jones Financial Companies's CCRD Position: Q3 2025 in Review

Jones Financial Companies sold out of CoreCard (CCRD) in Q3 2025, closing a stake of 100 shares — an estimated $2.82K sold.

Jones Financial Companies first reported a position in CCRD in Q2 2025 and held it in 1 quarter. The position peaked at $2.82K in Q2 2025. 92 funds tracked by Wall St. Rank hold CCRD as of Q3 2025.

  • Jones Financial Companies reported no remaining CoreCard position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 100 CoreCard shares in Q3 2025, an estimated $2.82K.
  • Jones Financial Companies first reported a position in CoreCard in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's CoreCard position peaked at $2.82K in Q2 2025.
  • 92 funds tracked by Wall St. Rank held CoreCard as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.