Jones Financial Companies
OR icon

Jones Financial Companies’s OR Royalties Inc OR Stock Holding History

Jones Financial Companies’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Buy
3,393
+1,063
+46% +$39.2K ﹤0.01% 2823
2026
Q1 		$82.1K Sell
2,330
-133
-5% -$5.46K ﹤0.01% 2745
2025
Q4 		$87.2K Buy
2,463
+62
+3% +$2.17K ﹤0.01% 2262
2025
Q3 		$92.3K Hold
2,401
– – ﹤0.01% 2115
2025
Q2 		$60.1K Buy
2,401
+2,001
+500% +$48.2K ﹤0.01% 2146
2025
Q1 		$8.37K Hold
400
– – ﹤0.01% 2782
2024
Q4 		$7.24K Buy
+400
New +$7.78K ﹤0.01% 2646

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Vanguard Capital Management
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TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jones Financial Companies increased its OR Royalties Inc (OR) stake by 46% in Q2 2026, buying an estimated $39.2K and bringing the position to 3,393 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2823.

Jones Financial Companies first reported a position in OR in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Jones Financial Companies held 3,393 shares of OR Royalties Inc worth $109K as of Q2 2026.
  • Jones Financial Companies bought 1,063 OR Royalties Inc shares in Q2 2026, an estimated $39.2K.
  • OR Royalties Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2823 holding.
  • Jones Financial Companies first reported a position in OR Royalties Inc in Q4 2024 and has held it in 7 quarters since.
  • 246 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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