Jones Financial Companies
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Jones Financial Companies’s Orthofix Medical OFIX Stock Holding History

Jones Financial Companies’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.96K Hold
405
– – ﹤0.01% 4201
2026
Q1 		$4.66K Buy
+405
New +$5.35K ﹤0.01% 3868

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RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Jones Financial Companies held its Orthofix Medical (OFIX) position steady in Q2 2026 at 405 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4201.

Jones Financial Companies first reported a position in OFIX in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.66K in Q1 2026. 143 funds tracked by Wall St. Rank hold OFIX as of Q2 2026.

  • Jones Financial Companies held 405 shares of Orthofix Medical worth $3.96K as of Q2 2026.
  • Jones Financial Companies left its Orthofix Medical share count unchanged in Q2 2026.
  • Orthofix Medical made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4201 holding.
  • Jones Financial Companies first reported a position in Orthofix Medical in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's Orthofix Medical position peaked at $4.66K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Orthofix Medical as of Q2 2026.

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