Jones Financial Companies
NVX

Jones Financial Companies’s NOVONIX NVX Stock Holding History

Jones Financial Companies’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$615 Hold
137
– – ﹤0.01% 4717
2026
Q1 		$931 Hold
137
– – ﹤0.01% 4362
2025
Q4 		$1.38K Hold
137
– – ﹤0.01% 3936
2025
Q3 		$1.67K Sell
137
-24
-15% -$313 ﹤0.01% 3750
2025
Q2 		$1.67K Buy
+161
New +$1.85K ﹤0.01% 3526

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

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

Jones Financial Companies held its NOVONIX (NVX) position steady in Q2 2026 at 137 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #4717.

Jones Financial Companies first reported a position in NVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.67K in Q3 2025. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • Jones Financial Companies held 137 shares of NOVONIX worth $615 as of Q2 2026.
  • Jones Financial Companies left its NOVONIX share count unchanged in Q2 2026.
  • NOVONIX made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4717 holding.
  • Jones Financial Companies first reported a position in NOVONIX in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's NOVONIX position peaked at $1.67K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

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