Jones Financial Companies
GLAD icon

Jones Financial Companies’s Gladstone Capital GLAD Stock Holding History

Jones Financial Companies’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.9K Sell
1,562
-57
-4% -$1.09K ﹤0.01% 3197
2025
Q4 		$33.4K Buy
1,619
+309
+24% +$6.25K ﹤0.01% 2713
2025
Q3 		$29.1K Buy
1,310
+226
+21% +$5.94K ﹤0.01% 2608
2025
Q2 		$29K Hold
1,084
– – ﹤0.01% 2445
2025
Q1 		$29.9K Buy
1,084
+547
+102% +$15.6K ﹤0.01% 2274
2024
Q4 		$15.3K Buy
537
+437
+437% +$11.3K ﹤0.01% 2358
2024
Q3 		$2.41K Buy
+100
New +$2.33K ﹤0.01% 2636

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Jones Financial Companies reduced its Gladstone Capital (GLAD) stake by 3.5% in Q1 2026, selling an estimated $1.09K and leaving 1,562 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3197.

Jones Financial Companies first reported a position in GLAD in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.4K in Q4 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Jones Financial Companies held 1,562 shares of Gladstone Capital worth $25.9K as of Q1 2026.
  • Jones Financial Companies sold 57 Gladstone Capital shares in Q1 2026, an estimated $1.09K.
  • Gladstone Capital made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3197 holding.
  • Jones Financial Companies first reported a position in Gladstone Capital in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Gladstone Capital position peaked at $33.4K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

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