Jones Financial Companies
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Jones Financial Companies’s DoubleVerify DV Stock Holding History

Jones Financial Companies’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.2K Buy
3,135
+2,100
+203% +$21.5K ﹤0.01% 3145
2025
Q4 		$11.8K Hold
1,035
– – ﹤0.01% 3145
2025
Q3 		$12.3K Sell
1,035
-334
-24% -$4.95K ﹤0.01% 3003
2025
Q2 		$20.3K Buy
+1,369
New +$18.8K ﹤0.01% 2582
2025
Q1 		– Sell
-65
Closed -$1.25K – 3753
2024
Q4 		$1.25K Sell
65
-1
-2% -$19 ﹤0.01% 3093
2024
Q3 		$1.11K Buy
66
+29
+78% +$553 ﹤0.01% 2790
2024
Q2 		$720 Buy
+37
New +$894 ﹤0.01% 2312

Other funds holding DV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

Jones Financial Companies increased its DoubleVerify (DV) stake by 203% in Q1 2026, buying an estimated $21.5K and bringing the position to 3,135 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Jones Financial Companies first reported a position in DV in Q2 2024 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • Jones Financial Companies held 3,135 shares of DoubleVerify worth $29.2K as of Q1 2026.
  • Jones Financial Companies bought 2,100 DoubleVerify shares in Q1 2026, an estimated $21.5K.
  • DoubleVerify made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3145 holding.
  • Jones Financial Companies first reported a position in DoubleVerify in Q2 2024 and has held it in 7 quarters since.
  • 326 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

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