Jones Financial Companies
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Jones Financial Companies’s Local Bounti LOCL Stock Holding History

Jones Financial Companies’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.65K Buy
+4,267
New +$7.25K ﹤0.01% 3870

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Local Bounti (LOCL) in Q1 2026: 4,267 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #3870 among its holdings.

24 funds tracked by Wall St. Rank hold LOCL as of Q1 2026.

  • Jones Financial Companies held 4,267 shares of Local Bounti worth $4.65K as of Q1 2026.
  • Local Bounti was a new Jones Financial Companies position in Q1 2026.
  • Local Bounti made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3870 holding.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q1 2026.

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