Jones Financial Companies
NEO icon

Jones Financial Companies’s NeoGenomics NEO Stock Holding History

Jones Financial Companies’s Portfolio NEO Stock Details NEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$186K Buy
13,121
+5,279
+67% +$50.9K ﹤0.01% 2610
2026
Q1 		$56.4K Buy
7,842
+7,162
+1,053% +$75.4K ﹤0.01% 2907
2025
Q4 		$8K Buy
680
+176
+35% +$1.9K ﹤0.01% 3320
2025
Q3 		$4K Buy
504
+64
+15% +$448 ﹤0.01% 3441
2025
Q2 		$3.16K Buy
440
+60
+16% +$484 ﹤0.01% 3306
2025
Q1 		$3.66K Buy
380
+287
+309% +$3.58K ﹤0.01% 3060
2024
Q4 		$1.53K Buy
93
+32
+52% +$497 ﹤0.01% 3062
2024
Q3 		$885 Buy
+61
New +$954 ﹤0.01% 2830

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Jones Financial Companies increased its NeoGenomics (NEO) stake by 67% in Q2 2026, buying an estimated $50.9K and bringing the position to 13,121 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #2610.

Jones Financial Companies first reported a position in NEO in Q3 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Jones Financial Companies held 13,121 shares of NeoGenomics worth $186K as of Q2 2026.
  • Jones Financial Companies bought 5,279 NeoGenomics shares in Q2 2026, an estimated $50.9K.
  • NeoGenomics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2610 holding.
  • Jones Financial Companies first reported a position in NeoGenomics in Q3 2024 and has held it in 8 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

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