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
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

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OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $171M AUM 16.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $123M AUM 17.15% 1-Year Est. Return

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

Jones Financial Companies increased its Fidelity Corporate Bond ETF (FCOR) stake by 38% in Q1 2026, buying an estimated $211K and bringing the position to 15,877 shares worth $743K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Jones Financial Companies first reported a position in FCOR in Q3 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold FCOR as of Q1 2026.

  • Jones Financial Companies held 15,877 shares of Fidelity Corporate Bond ETF worth $743K as of Q1 2026.
  • Jones Financial Companies bought 4,409 Fidelity Corporate Bond ETF shares in Q1 2026, an estimated $211K.
  • Fidelity Corporate Bond ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1848 holding.
  • Jones Financial Companies first reported a position in Fidelity Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q1 2026.

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