Jones Financial Companies
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Jones Financial Companies’s Crexendo CXDO Stock Holding History

Jones Financial Companies’s Portfolio CXDO Stock Details CXDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-300
Closed -$2.01K – 4446
2025
Q3 		$2.01K Buy
+300
New +$1.86K ﹤0.01% 3693

Other funds holding CXDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

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

Jones Financial Companies sold out of Crexendo (CXDO) in Q4 2025, closing a stake of 300 shares — an estimated $2.01K sold.

Jones Financial Companies first reported a position in CXDO in Q3 2025 and held it in 1 quarter. The position peaked at $2.01K in Q3 2025. 93 funds tracked by Wall St. Rank hold CXDO as of Q4 2025.

  • Jones Financial Companies reported no remaining Crexendo position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 300 Crexendo shares in Q4 2025, an estimated $2.01K.
  • Jones Financial Companies first reported a position in Crexendo in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Crexendo position peaked at $2.01K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Crexendo as of Q4 2025.

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