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
Q2 		$5.16K Sell
3,767
-500
-12% -$839 ﹤0.01% 4082
2026
Q1 		$4.65K Buy
+4,267
New +$7.25K ﹤0.01% 3870

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jones Financial Companies reduced its Local Bounti (LOCL) stake by 12% in Q2 2026, selling an estimated $839 and leaving 3,767 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4082.

Jones Financial Companies first reported a position in LOCL in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Jones Financial Companies held 3,767 shares of Local Bounti worth $5.16K as of Q2 2026.
  • Jones Financial Companies sold 500 Local Bounti shares in Q2 2026, an estimated $839.
  • Local Bounti made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4082 holding.
  • Jones Financial Companies first reported a position in Local Bounti in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

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