Jones Financial Companies
HTFL

Jones Financial Companies’s Heartflow Inc HTFL Stock Holding History

Jones Financial Companies’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Hold
600
– – ﹤0.01% 3421
2025
Q4 		$17.5K Hold
600
– – ﹤0.01% 2996
2025
Q3 		$19.8K Buy
+600
New +$19.3K ﹤0.01% 2801

Other funds holding HTFL

Wellington Management Group
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BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jones Financial Companies held its Heartflow Inc (HTFL) position steady in Q1 2026 at 600 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3421.

Jones Financial Companies first reported a position in HTFL in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.8K in Q3 2025. 169 funds tracked by Wall St. Rank hold HTFL as of Q1 2026.

  • Jones Financial Companies held 600 shares of Heartflow Inc worth $14.8K as of Q1 2026.
  • Jones Financial Companies left its Heartflow Inc share count unchanged in Q1 2026.
  • Heartflow Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3421 holding.
  • Jones Financial Companies first reported a position in Heartflow Inc in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Heartflow Inc position peaked at $19.8K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Heartflow Inc as of Q1 2026.

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