Jones Financial Companies
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Jones Financial Companies’s Oscar Health OSCR Stock Holding History

Jones Financial Companies’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$269K Buy
24,186
+2,057
+9% +$29K ﹤0.01% 2290
2025
Q4 		$318K Buy
22,129
+5,625
+34% +$97.3K ﹤0.01% 1708
2025
Q3 		$304K Buy
16,504
+9,802
+146% +$162K ﹤0.01% 1613
2025
Q2 		$137K Buy
6,702
+4,749
+243% +$70.6K ﹤0.01% 1805
2025
Q1 		$26K Buy
1,953
+1,923
+6,410% +$28.5K ﹤0.01% 2334
2024
Q4 		$403 Hold
30
– – ﹤0.01% 3255
2024
Q3 		$630 Hold
30
– – ﹤0.01% 2866
2024
Q2 		$475 Buy
+30
New +$551 ﹤0.01% 2348

Other funds holding OSCR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jones Financial Companies increased its Oscar Health (OSCR) stake by 9.3% in Q1 2026, buying an estimated $29K and bringing the position to 24,186 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Jones Financial Companies first reported a position in OSCR in Q2 2024 and has held it in 8 quarters since. The position peaked at $318K in Q4 2025. 330 funds tracked by Wall St. Rank hold OSCR as of Q1 2026.

  • Jones Financial Companies held 24,186 shares of Oscar Health worth $269K as of Q1 2026.
  • Jones Financial Companies bought 2,057 Oscar Health shares in Q1 2026, an estimated $29K.
  • Oscar Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2290 holding.
  • Jones Financial Companies first reported a position in Oscar Health in Q2 2024 and has held it in 8 quarters since.
  • Jones Financial Companies's Oscar Health position peaked at $318K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Oscar Health as of Q1 2026.

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