Jones Financial Companies
OPFI icon

Jones Financial Companies’s OppFi OPFI Stock Holding History

Jones Financial Companies’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$84.2K Sell
11,151
-3,384
-23% -$31K ﹤0.01% 2735
2025
Q4 		$152K Buy
14,535
+11,700
+413% +$119K ﹤0.01% 2037
2025
Q3 		$34.3K Buy
2,835
+800
+39% +$8.98K ﹤0.01% 2535
2025
Q2 		$29.7K Buy
+2,035
New +$22.9K ﹤0.01% 2430

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jones Financial Companies reduced its OppFi (OPFI) stake by 23% in Q1 2026, selling an estimated $31K and leaving 11,151 shares worth $84.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2735.

Jones Financial Companies first reported a position in OPFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $152K in Q4 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • Jones Financial Companies held 11,151 shares of OppFi worth $84.2K as of Q1 2026.
  • Jones Financial Companies sold 3,384 OppFi shares in Q1 2026, an estimated $31K.
  • OppFi made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2735 holding.
  • Jones Financial Companies first reported a position in OppFi in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's OppFi position peaked at $152K in Q4 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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