Jones Financial Companies
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Jones Financial Companies’s First Advantage FA Stock Holding History

Jones Financial Companies’s Portfolio FA Stock Details FA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$564K Buy
50,617
+50,328
+17,415% +$616K ﹤0.01% 1983
2025
Q4 		$4.2K Buy
+289
New +$4.07K ﹤0.01% 3567
2025
Q1 		– Sell
-32
Closed -$599 – 3760
2024
Q4 		$599 Hold
32
– – ﹤0.01% 3210
2024
Q3 		$631 Buy
+32
New +$571 ﹤0.01% 2864

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Capital World Investors
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Jones Financial Companies increased its First Advantage (FA) stake by 17,415% in Q1 2026, buying an estimated $616K and bringing the position to 50,617 shares worth $564K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Jones Financial Companies first reported a position in FA in Q3 2024 and has held it in 4 quarters since. 166 funds tracked by Wall St. Rank hold FA as of Q1 2026.

  • Jones Financial Companies held 50,617 shares of First Advantage worth $564K as of Q1 2026.
  • Jones Financial Companies bought 50,328 First Advantage shares in Q1 2026, an estimated $616K.
  • First Advantage made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1983 holding.
  • Jones Financial Companies first reported a position in First Advantage in Q3 2024 and has held it in 4 quarters since.
  • 166 funds tracked by Wall St. Rank held First Advantage as of Q1 2026.

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