Jones Financial Companies’s CMB.TECH NV CMBT Stock Holding History

Jones Financial Companies’s Portfolio CMBT Stock Details CMBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.8K	Sell	1,830 -90	-5%	-$1.3K	﹤0.01%	3399
2026 Q1	$24.2K	Sell	1,920 -150	-7%	-$1.88K	﹤0.01%	3221
2025 Q4	$20K	Sell	2,070 -244	-11%	-$2.37K	﹤0.01%	2932
2025 Q3	$23K	Buy	2,314 +2,259	+4,107%	+$20.7K	﹤0.01%	2720
2025 Q2	$507	Hold	55	–	–	﹤0.01%	3806
2025 Q1	$504	Hold	55	–	–	﹤0.01%	3508
2024 Q4	$546	Hold	55	–	–	﹤0.01%	3217
2024 Q3	$905	Buy	+55	New	+$904	﹤0.01%	2826

Other funds holding CMBT

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Jones Financial Companies's CMBT Position: Q2 2026 in Review

Jones Financial Companies reduced its CMB.TECH NV (CMBT) stake by 4.7% in Q2 2026, selling an estimated $1.3K and leaving 1,830 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3399.

Jones Financial Companies first reported a position in CMBT in Q3 2024 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold CMBT as of Q2 2026.

Jones Financial Companies held 1,830 shares of CMB.TECH NV worth $25.8K as of Q2 2026.
Jones Financial Companies sold 90 CMB.TECH NV shares in Q2 2026, an estimated $1.3K.
CMB.TECH NV made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3399 holding.
Jones Financial Companies first reported a position in CMB.TECH NV in Q3 2024 and has held it in 8 quarters since.
167 funds tracked by Wall St. Rank held CMB.TECH NV as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.