Jones Financial Companies
QVAL icon

Jones Financial Companies’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Jones Financial Companies’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Sell
257
-256
-50% -$14K ﹤0.01% 3649
2026
Q1 		$26.3K Buy
+513
New +$26.6K ﹤0.01% 3185

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $431M AUM 26% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $228M AUM 36.65% 1-Year Est. Return
Empirical Finance
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
Waverly Advisors
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Jones Financial Companies reduced its Alpha Architect US Quantitative Value ETF (QVAL) stake by 50% in Q2 2026, selling an estimated $14K and leaving 257 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3649.

Jones Financial Companies first reported a position in QVAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.3K in Q1 2026. 65 funds tracked by Wall St. Rank hold QVAL as of Q2 2026.

  • Jones Financial Companies held 257 shares of Alpha Architect US Quantitative Value ETF worth $14.5K as of Q2 2026.
  • Jones Financial Companies sold 256 Alpha Architect US Quantitative Value ETF shares in Q2 2026, an estimated $14K.
  • Alpha Architect US Quantitative Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3649 holding.
  • Jones Financial Companies first reported a position in Alpha Architect US Quantitative Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's Alpha Architect US Quantitative Value ETF position peaked at $26.3K in Q1 2026.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q2 2026.

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