Jones Financial Companies
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Jones Financial Companies’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Jones Financial Companies’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$964K Buy
20,305
+4,428
+28% +$209K ﹤0.01% 1914
2026
Q1 		$743K Buy
15,877
+4,409
+38% +$211K ﹤0.01% 1848
2025
Q4 		$548K Buy
11,468
+2,444
+27% +$118K ﹤0.01% 1484
2025
Q3 		$434K Buy
9,024
+6,038
+202% +$287K ﹤0.01% 1455
2025
Q2 		$141K Buy
2,986
+1,287
+76% +$59.9K ﹤0.01% 1793
2025
Q1 		$79.6K Buy
1,699
+966
+132% +$45.1K ﹤0.01% 1872
2024
Q4 		$34K Buy
733
+533
+267% +$25.2K ﹤0.01% 2040
2024
Q3 		$9.68K Buy
+200
New +$9.51K ﹤0.01% 2220

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $135M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies increased its Fidelity Corporate Bond ETF (FCOR) stake by 28% in Q2 2026, buying an estimated $209K and bringing the position to 20,305 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #1914.

Jones Financial Companies first reported a position in FCOR in Q3 2024 and has held it in 8 quarters since. 70 funds tracked by Wall St. Rank hold FCOR as of Q2 2026.

  • Jones Financial Companies held 20,305 shares of Fidelity Corporate Bond ETF worth $964K as of Q2 2026.
  • Jones Financial Companies bought 4,428 Fidelity Corporate Bond ETF shares in Q2 2026, an estimated $209K.
  • Fidelity Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1914 holding.
  • Jones Financial Companies first reported a position in Fidelity Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2026.

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