Jones Financial Companies
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Jones Financial Companies’s Red Violet RDVT Stock Holding History

Jones Financial Companies’s Portfolio RDVT Stock Details RDVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.95K Sell
49
-18
-27% -$852 ﹤0.01% 4306
2026
Q1 		$2.35K Sell
67
-22
-25% -$967 ﹤0.01% 4104
2025
Q4 		$5.07K Hold
89
– – ﹤0.01% 3494
2025
Q3 		$4.63K Buy
89
+5
+6% +$237 ﹤0.01% 3387
2025
Q2 		$4.28K Buy
+84
New +$3.67K ﹤0.01% 3185

Other funds holding RDVT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OAM
Ophir Asset Management Sydney, Australia $1.22B AUM 100.03% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Jones Financial Companies reduced its Red Violet (RDVT) stake by 27% in Q2 2026, selling an estimated $852 and leaving 49 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #4306.

Jones Financial Companies first reported a position in RDVT in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.07K in Q4 2025. 173 funds tracked by Wall St. Rank hold RDVT as of Q2 2026.

  • Jones Financial Companies held 49 shares of Red Violet worth $2.95K as of Q2 2026.
  • Jones Financial Companies sold 18 Red Violet shares in Q2 2026, an estimated $852.
  • Red Violet made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4306 holding.
  • Jones Financial Companies first reported a position in Red Violet in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Red Violet position peaked at $5.07K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Red Violet as of Q2 2026.

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