Jones Financial Companies
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Jones Financial Companies’s Rocky Mountain Chocolate Factory RMCF Stock Holding History

Jones Financial Companies’s Portfolio RMCF Stock Details RMCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$380 – 4888
2025
Q4 		$380 Buy
200
+100
+100% +$166 ﹤0.01% 4203
2025
Q3 		$163 Buy
+100
New +$163 ﹤0.01% 4141

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ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return
Vanguard Fiduciary Trust
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SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

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

Jones Financial Companies sold out of Rocky Mountain Chocolate Factory (RMCF) in Q1 2026, closing a stake of 200 shares — an estimated $380 sold.

Jones Financial Companies first reported a position in RMCF in Q3 2025 and held it in 2 quarters. The position peaked at $380 in Q4 2025. 24 funds tracked by Wall St. Rank hold RMCF as of Q1 2026.

  • Jones Financial Companies reported no remaining Rocky Mountain Chocolate Factory position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 200 Rocky Mountain Chocolate Factory shares in Q1 2026, an estimated $380.
  • Jones Financial Companies first reported a position in Rocky Mountain Chocolate Factory in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Rocky Mountain Chocolate Factory position peaked at $380 in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Rocky Mountain Chocolate Factory as of Q1 2026.

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