Jones Financial Companies
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Jones Financial Companies’s Cumberland Pharmaceuticals CPIX Stock Holding History

Jones Financial Companies’s Portfolio CPIX Stock Details CPIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-600
Closed -$1.85K – 4441
2025
Q3 		$1.85K Buy
+600
New +$1.99K ﹤0.01% 3720

Other funds holding CPIX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jones Financial Companies's CPIX Position: Q4 2025 in Review

Jones Financial Companies sold out of Cumberland Pharmaceuticals (CPIX) in Q4 2025, closing a stake of 600 shares — an estimated $1.85K sold.

Jones Financial Companies first reported a position in CPIX in Q3 2025 and held it in 1 quarter. The position peaked at $1.85K in Q3 2025. 27 funds tracked by Wall St. Rank hold CPIX as of Q4 2025.

  • Jones Financial Companies reported no remaining Cumberland Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 600 Cumberland Pharmaceuticals shares in Q4 2025, an estimated $1.85K.
  • Jones Financial Companies first reported a position in Cumberland Pharmaceuticals in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Cumberland Pharmaceuticals position peaked at $1.85K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Cumberland Pharmaceuticals as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.