Jones Financial Companies
OZ icon

Jones Financial Companies’s Belpointe PREP OZ Stock Holding History

Jones Financial Companies’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451 Buy
10
+3
+43% +$148 ﹤0.01% 4773
2026
Q1 		$364 Buy
+7
New +$365 ﹤0.01% 4541

Other funds holding OZ

Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PWS
Precision Wealth Strategies Saint Louis, Missouri $332M AUM 45.63% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.2B AUM 26.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Jones Financial Companies increased its Belpointe PREP (OZ) stake by 43% in Q2 2026, buying an estimated $148 and bringing the position to 10 shares worth $451. The position accounts for ﹤0.01% of the portfolio, ranked #4773.

Jones Financial Companies first reported a position in OZ in Q1 2026 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold OZ as of Q2 2026.

  • Jones Financial Companies held 10 shares of Belpointe PREP worth $451 as of Q2 2026.
  • Jones Financial Companies bought 3 Belpointe PREP shares in Q2 2026, an estimated $148.
  • Belpointe PREP made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4773 holding.
  • Jones Financial Companies first reported a position in Belpointe PREP in Q1 2026 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Belpointe PREP as of Q2 2026.

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