Jones Financial Companies
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Jones Financial Companies’s Cambria Global Value ETF GVAL Stock Holding History

Jones Financial Companies’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.26M Buy
35,254
+12,446
+55% +$442K ﹤0.01% 1778
2026
Q1 		$732K Sell
22,808
-2,260
-9% -$76.7K ﹤0.01% 1857
2025
Q4 		$789K Buy
25,068
+5,619
+29% +$171K ﹤0.01% 1323
2025
Q3 		$568K Buy
19,449
+18,455
+1,857% +$525K ﹤0.01% 1344
2025
Q2 		$26.7K Buy
994
+323
+48% +$8.35K ﹤0.01% 2478
2025
Q1 		$16.7K Hold
671
– – ﹤0.01% 2501
2024
Q4 		$14K Sell
671
-1,580
-70% -$33.8K ﹤0.01% 2391
2024
Q3 		$50.7K Hold
2,251
– – ﹤0.01% 1628
2024
Q2 		$47.2K Hold
2,251
– – ﹤0.01% 1273
2024
Q1 		$48.2K Buy
+2,251
New +$46.8K ﹤0.01% 741

Other funds holding GVAL

AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies increased its Cambria Global Value ETF (GVAL) stake by 55% in Q2 2026, buying an estimated $442K and bringing the position to 35,254 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Jones Financial Companies first reported a position in GVAL in Q1 2024 and has held it in 10 quarters since. 81 funds tracked by Wall St. Rank hold GVAL as of Q2 2026.

  • Jones Financial Companies held 35,254 shares of Cambria Global Value ETF worth $1.26M as of Q2 2026.
  • Jones Financial Companies bought 12,446 Cambria Global Value ETF shares in Q2 2026, an estimated $442K.
  • Cambria Global Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1778 holding.
  • Jones Financial Companies first reported a position in Cambria Global Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 81 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q2 2026.

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