Jones Financial Companies
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Jones Financial Companies’s Fidelity International Value Factor ETF FIVA Stock Holding History

Jones Financial Companies’s Portfolio FIVA Stock Details FIVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-47
Closed -$1.58K – 5054
2026
Q1 		$1.58K Buy
+47
New +$1.7K ﹤0.01% 4216

Other funds holding FIVA

Commonwealth Equity Services
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Jones Financial Companies sold out of Fidelity International Value Factor ETF (FIVA) in Q2 2026, closing a stake of 47 shares — an estimated $1.58K sold.

Jones Financial Companies first reported a position in FIVA in Q1 2026 and held it in 1 quarter. The position peaked at $1.58K in Q1 2026. 96 funds tracked by Wall St. Rank hold FIVA as of Q2 2026.

  • Jones Financial Companies reported no remaining Fidelity International Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 47 Fidelity International Value Factor ETF shares in Q2 2026, an estimated $1.58K.
  • Jones Financial Companies first reported a position in Fidelity International Value Factor ETF in Q1 2026 and held it in 1 quarter.
  • Jones Financial Companies's Fidelity International Value Factor ETF position peaked at $1.58K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Fidelity International Value Factor ETF as of Q2 2026.

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