Jones Financial Companies
PERF icon

Jones Financial Companies’s Perfect Corp PERF Stock Holding History

Jones Financial Companies’s Portfolio PERF Stock Details PERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.84K Buy
5,927
+1,122
+23% +$1.88K ﹤0.01% 3798
2026
Q1 		$7.98K Buy
4,805
+128
+3% +$200 ﹤0.01% 3657
2025
Q4 		$8.46K Buy
4,677
+1,956
+72% +$3.64K ﹤0.01% 3291
2025
Q3 		$5.12K Buy
+2,721
New +$5.68K ﹤0.01% 3356

Other funds holding PERF

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.88B AUM 54.21% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return
CIEC
Crédit Industriel et Commercial Paris France, France $1.55B AUM 42.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

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

Jones Financial Companies increased its Perfect Corp (PERF) stake by 23% in Q2 2026, buying an estimated $1.88K and bringing the position to 5,927 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3798.

Jones Financial Companies first reported a position in PERF in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold PERF as of Q2 2026.

  • Jones Financial Companies held 5,927 shares of Perfect Corp worth $9.84K as of Q2 2026.
  • Jones Financial Companies bought 1,122 Perfect Corp shares in Q2 2026, an estimated $1.88K.
  • Perfect Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3798 holding.
  • Jones Financial Companies first reported a position in Perfect Corp in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Perfect Corp as of Q2 2026.

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