Jones Financial Companies
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Jones Financial Companies’s Grayscale Bitcoin Trust GBTC Stock Holding History

Jones Financial Companies’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63K Sell
100
-25
-20% -$1.39K ﹤0.01% 4124
2026
Q1 		$6.42K Buy
+125
New +$7.45K ﹤0.01% 3752
2025
Q3 		– Sell
-10
Closed -$842 – 4287
2025
Q2 		$842 Sell
10
-215
-96% -$16.7K ﹤0.01% 3698
2025
Q1 		$14.9K Buy
+225
New +$16.6K ﹤0.01% 2538
2024
Q4 		– Sell
-182
Closed -$9.52K – 3452
2024
Q3 		$9.52K Buy
+182
New +$8.86K ﹤0.01% 2226

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VF
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MRI
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ECM
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Jane Street
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Citadel Advisors
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MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
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Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Jones Financial Companies reduced its Grayscale Bitcoin Trust (GBTC) stake by 20% in Q2 2026, selling an estimated $1.39K and leaving 100 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4124.

Jones Financial Companies first reported a position in GBTC in Q3 2024 and has held it in 5 quarters since. The position peaked at $14.9K in Q1 2025. 595 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Jones Financial Companies held 100 shares of Grayscale Bitcoin Trust worth $4.63K as of Q2 2026.
  • Jones Financial Companies sold 25 Grayscale Bitcoin Trust shares in Q2 2026, an estimated $1.39K.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4124 holding.
  • Jones Financial Companies first reported a position in Grayscale Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • Jones Financial Companies's Grayscale Bitcoin Trust position peaked at $14.9K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

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