Jones Financial Companies
LFVN icon

Jones Financial Companies’s LifeVantage LFVN Stock Holding History

Jones Financial Companies’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19K Buy
4,411
+2,009
+84% +$10.5K ﹤0.01% 3314
2025
Q4 		$14.8K Hold
2,402
– – ﹤0.01% 3059
2025
Q3 		$24.5K Sell
2,402
-100
-4% -$1.25K ﹤0.01% 2688
2025
Q2 		$31.8K Buy
2,502
+52
+2% +$672 ﹤0.01% 2408
2025
Q1 		$35.3K Buy
2,450
+2,250
+1,125% +$42.4K ﹤0.01% 2195
2024
Q4 		$3.51K Hold
200
– – ﹤0.01% 2859
2024
Q3 		$2.6K Buy
200
+100
+100% +$828 ﹤0.01% 2609
2024
Q2 		$642 Buy
+100
New +$678 ﹤0.01% 2323

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Jones Financial Companies increased its LifeVantage (LFVN) stake by 84% in Q1 2026, buying an estimated $10.5K and bringing the position to 4,411 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3314.

Jones Financial Companies first reported a position in LFVN in Q2 2024 and has held it in 8 quarters since. The position peaked at $35.3K in Q1 2025. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Jones Financial Companies held 4,411 shares of LifeVantage worth $19K as of Q1 2026.
  • Jones Financial Companies bought 2,009 LifeVantage shares in Q1 2026, an estimated $10.5K.
  • LifeVantage made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3314 holding.
  • Jones Financial Companies first reported a position in LifeVantage in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's LifeVantage position peaked at $35.3K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

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