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
Q2 		$16.8K Sell
2,541
-1,870
-42% -$11.3K ﹤0.01% 3580
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 $666M AUM 17.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Jones Financial Companies reduced its LifeVantage (LFVN) stake by 42% in Q2 2026, selling an estimated $11.3K and leaving 2,541 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3580.

Jones Financial Companies first reported a position in LFVN in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.3K in Q1 2025. 89 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Jones Financial Companies held 2,541 shares of LifeVantage worth $16.8K as of Q2 2026.
  • Jones Financial Companies sold 1,870 LifeVantage shares in Q2 2026, an estimated $11.3K.
  • LifeVantage made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3580 holding.
  • Jones Financial Companies first reported a position in LifeVantage in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's LifeVantage position peaked at $35.3K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

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