Jones Financial Companies
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Jones Financial Companies’s CVD Equipment Corp CVV Stock Holding History

Jones Financial Companies’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.43K Hold
688
– – ﹤0.01% 3977
2025
Q4 		$2.13K Hold
688
– – ﹤0.01% 3800
2025
Q3 		$2.24K Buy
+688
New +$2.23K ﹤0.01% 3654

Other funds holding CVV

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Jones Financial Companies held its CVD Equipment Corp (CVV) position steady in Q1 2026 at 688 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #3977.

Jones Financial Companies first reported a position in CVV in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold CVV as of Q1 2026.

  • Jones Financial Companies held 688 shares of CVD Equipment Corp worth $3.43K as of Q1 2026.
  • Jones Financial Companies left its CVD Equipment Corp share count unchanged in Q1 2026.
  • CVD Equipment Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3977 holding.
  • Jones Financial Companies first reported a position in CVD Equipment Corp in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q1 2026.

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