Jones Financial Companies
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Jones Financial Companies increased its NeoGenomics (NEO) stake by 1,053% in Q1 2026, buying an estimated $75.4K and bringing the position to 7,842 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

Jones Financial Companies first reported a position in NEO in Q3 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

  • Jones Financial Companies held 7,842 shares of NeoGenomics worth $56.4K as of Q1 2026.
  • Jones Financial Companies bought 7,162 NeoGenomics shares in Q1 2026, an estimated $75.4K.
  • NeoGenomics made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2907 holding.
  • Jones Financial Companies first reported a position in NeoGenomics in Q3 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

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