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
Q1 		$931 Hold
1,369
– – ﹤0.01% 4362
2025
Q4 		$1.38K Hold
1,369
– – ﹤0.01% 3936
2025
Q3 		$1.67K Sell
1,369
-241
-15% -$314 ﹤0.01% 3750
2025
Q2 		$1.67K Buy
+1,610
New +$1.85K ﹤0.01% 3526

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

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

Jones Financial Companies held its NOVONIX (NVX) position steady in Q1 2026 at 1,369 shares worth $931. The position accounts for ﹤0.01% of the portfolio, ranked #4362.

Jones Financial Companies first reported a position in NVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.67K in Q3 2025. 32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • Jones Financial Companies held 1,369 shares of NOVONIX worth $931 as of Q1 2026.
  • Jones Financial Companies left its NOVONIX share count unchanged in Q1 2026.
  • NOVONIX made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4362 holding.
  • Jones Financial Companies first reported a position in NOVONIX in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's NOVONIX position peaked at $1.67K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

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