Jones Financial Companies
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Jones Financial Companies’s XCF Global Inc SAFX Stock Holding History

Jones Financial Companies’s Portfolio SAFX Stock Details SAFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6 Hold
17
– – ﹤0.01% 4946
2026
Q1 		$7 Buy
+17
New +$4 ﹤0.01% 4710

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM

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

Jones Financial Companies held its XCF Global Inc (SAFX) position steady in Q2 2026 at 17 shares worth $6. The position accounts for ﹤0.01% of the portfolio, ranked #4946.

Jones Financial Companies first reported a position in SAFX in Q1 2026 and has held it in 2 quarters since. The position peaked at $7 in Q1 2026. 53 funds tracked by Wall St. Rank hold SAFX as of Q2 2026.

  • Jones Financial Companies held 17 shares of XCF Global Inc worth $6 as of Q2 2026.
  • Jones Financial Companies left its XCF Global Inc share count unchanged in Q2 2026.
  • XCF Global Inc made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4946 holding.
  • Jones Financial Companies first reported a position in XCF Global Inc in Q1 2026 and has held it in 2 quarters since.
  • Jones Financial Companies's XCF Global Inc position peaked at $7 in Q1 2026.
  • 53 funds tracked by Wall St. Rank held XCF Global Inc as of Q2 2026.

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