Jones Financial Companies
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Jones Financial Companies’s i3 Verticals IIIV Stock Holding History

Jones Financial Companies’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.92K Buy
325
+141
+77% +$2.94K ﹤0.01% 3943
2026
Q1 		$4.09K Buy
+184
New +$4.28K ﹤0.01% 3920

Other funds holding IIIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.35B AUM 35.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jones Financial Companies increased its i3 Verticals (IIIV) stake by 77% in Q2 2026, buying an estimated $2.94K and bringing the position to 325 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

Jones Financial Companies first reported a position in IIIV in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold IIIV as of Q2 2026.

  • Jones Financial Companies held 325 shares of i3 Verticals worth $6.92K as of Q2 2026.
  • Jones Financial Companies bought 141 i3 Verticals shares in Q2 2026, an estimated $2.94K.
  • i3 Verticals made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3943 holding.
  • Jones Financial Companies first reported a position in i3 Verticals in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2026.

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