Jones Financial Companies
GO icon

Jones Financial Companies’s Grocery Outlet GO Stock Holding History

Jones Financial Companies’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.8K Buy
6,332
+5,270
+496% +$45.8K ﹤0.01% 2985
2025
Q4 		$10.7K Buy
1,062
+481
+83% +$6.05K ﹤0.01% 3189
2025
Q3 		$9.2K Buy
581
+19
+3% +$303 ﹤0.01% 3113
2025
Q2 		$7.1K Buy
562
+62
+12% +$881 ﹤0.01% 3001
2025
Q1 		$6.63K Buy
500
+200
+67% +$2.96K ﹤0.01% 2858
2024
Q4 		$4.68K Buy
+300
New +$5.22K ﹤0.01% 2774

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Jones Financial Companies increased its Grocery Outlet (GO) stake by 496% in Q1 2026, buying an estimated $45.8K and bringing the position to 6,332 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2985.

Jones Financial Companies first reported a position in GO in Q4 2024 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold GO as of Q1 2026.

  • Jones Financial Companies held 6,332 shares of Grocery Outlet worth $44.8K as of Q1 2026.
  • Jones Financial Companies bought 5,270 Grocery Outlet shares in Q1 2026, an estimated $45.8K.
  • Grocery Outlet made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2985 holding.
  • Jones Financial Companies first reported a position in Grocery Outlet in Q4 2024 and has held it in 6 quarters since.
  • 225 funds tracked by Wall St. Rank held Grocery Outlet as of Q1 2026.

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