Jones Financial Companies
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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
Q1 		$26.3K Buy
+513
New +$26.6K ﹤0.01% 3185

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Alpha Architect US Quantitative Value ETF (QVAL) in Q1 2026: 513 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #3185 among its holdings.

65 funds tracked by Wall St. Rank hold QVAL as of Q1 2026.

  • Jones Financial Companies held 513 shares of Alpha Architect US Quantitative Value ETF worth $26.3K as of Q1 2026.
  • Alpha Architect US Quantitative Value ETF was a new Jones Financial Companies position in Q1 2026.
  • Alpha Architect US Quantitative Value ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3185 holding.
  • 65 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q1 2026.

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