Jones Financial Companies
RZLV

Jones Financial Companies’s Rezolve AI RZLV Stock Holding History

Jones Financial Companies’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.8K Buy
9,938
+4,768
+92% +$13.4K ﹤0.01% 3229
2025
Q4 		$13.3K Buy
5,170
+2,672
+107% +$10.1K ﹤0.01% 3108
2025
Q3 		$14.9K Buy
2,498
+1,498
+150% +$5.9K ﹤0.01% 2923
2025
Q2 		$2.74K Hold
1,000
– – ﹤0.01% 3361
2025
Q1 		$1.31K Hold
1,000
– – ﹤0.01% 3343
2024
Q4 		$3.82K Buy
+1,000
New +$4.12K ﹤0.01% 2833

Other funds holding RZLV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies increased its Rezolve AI (RZLV) stake by 92% in Q1 2026, buying an estimated $13.4K and bringing the position to 9,938 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

Jones Financial Companies first reported a position in RZLV in Q4 2024 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold RZLV as of Q1 2026.

  • Jones Financial Companies held 9,938 shares of Rezolve AI worth $23.8K as of Q1 2026.
  • Jones Financial Companies bought 4,768 Rezolve AI shares in Q1 2026, an estimated $13.4K.
  • Rezolve AI made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3229 holding.
  • Jones Financial Companies first reported a position in Rezolve AI in Q4 2024 and has held it in 6 quarters since.
  • 139 funds tracked by Wall St. Rank held Rezolve AI as of Q1 2026.

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