Jones Financial Companies
RSSS icon

Jones Financial Companies’s Research Solutions RSSS Stock Holding History

Jones Financial Companies’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$1.93K – 4576
2025
Q3 		$1.93K Buy
+500
New +$1.53K ﹤0.01% 3703

Other funds holding RSSS

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Jones Financial Companies's RSSS Position: Q4 2025 in Review

Jones Financial Companies sold out of Research Solutions (RSSS) in Q4 2025, closing a stake of 500 shares — an estimated $1.93K sold.

Jones Financial Companies first reported a position in RSSS in Q3 2025 and held it in 1 quarter. The position peaked at $1.93K in Q3 2025. 40 funds tracked by Wall St. Rank hold RSSS as of Q4 2025.

  • Jones Financial Companies reported no remaining Research Solutions position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 500 Research Solutions shares in Q4 2025, an estimated $1.93K.
  • Jones Financial Companies first reported a position in Research Solutions in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's Research Solutions position peaked at $1.93K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Research Solutions as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.