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
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 $871B AUM 31.28% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 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 $70.5B AUM 36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

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

Jones Financial Companies increased its Perfect Corp (PERF) stake by 2.7% in Q1 2026, buying an estimated $200 and bringing the position to 4,805 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3657.

Jones Financial Companies first reported a position in PERF in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.46K in Q4 2025. 23 funds tracked by Wall St. Rank hold PERF as of Q1 2026.

  • Jones Financial Companies held 4,805 shares of Perfect Corp worth $7.98K as of Q1 2026.
  • Jones Financial Companies bought 128 Perfect Corp shares in Q1 2026, an estimated $200.
  • Perfect Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3657 holding.
  • Jones Financial Companies first reported a position in Perfect Corp in Q3 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Perfect Corp position peaked at $8.46K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Perfect Corp as of Q1 2026.

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