Jones Financial Companies
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Jones Financial Companies’s MidCap Financial Investment MFIC Stock Holding History

Jones Financial Companies’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.1K Sell
3,805
-79
-2% -$871 ﹤0.01% 3015
2025
Q4 		$44.4K Buy
3,884
+770
+25% +$9.14K ﹤0.01% 2583
2025
Q3 		$37.5K Sell
3,114
-3,500
-53% -$44.7K ﹤0.01% 2501
2025
Q2 		$82.7K Buy
6,614
+1,400
+27% +$17.2K ﹤0.01% 2013
2025
Q1 		$68K Buy
5,214
+775
+17% +$10.5K ﹤0.01% 1941
2024
Q4 		$59.9K Buy
4,439
+200
+5% +$2.72K ﹤0.01% 1805
2024
Q3 		$56.8K Buy
4,239
+4,064
+2,322% +$57.4K ﹤0.01% 1598
2024
Q2 		$2.65K Buy
+175
New +$2.68K ﹤0.01% 2100

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