Jones Financial Companies
EVH icon

Jones Financial Companies’s Evolent Health EVH Stock Holding History

Jones Financial Companies’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.83K Sell
696
-1,976
-74% -$7.58K ﹤0.01% 4217
2026
Q1 		$5.91K Buy
+2,672
New +$8.48K ﹤0.01% 3777

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UBS Group
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RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
EC
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D.E. Shaw & Co
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Jones Financial Companies reduced its Evolent Health (EVH) stake by 74% in Q2 2026, selling an estimated $7.58K and leaving 696 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #4217.

Jones Financial Companies first reported a position in EVH in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.91K in Q1 2026. 198 funds tracked by Wall St. Rank hold EVH as of Q2 2026.

  • Jones Financial Companies held 696 shares of Evolent Health worth $3.83K as of Q2 2026.
  • Jones Financial Companies sold 1,976 Evolent Health shares in Q2 2026, an estimated $7.58K.
  • Evolent Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4217 holding.
  • Jones Financial Companies first reported a position in Evolent Health in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's Evolent Health position peaked at $5.91K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Evolent Health as of Q2 2026.

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