Jones Financial Companies
SVV icon

Jones Financial Companies’s Savers SVV Stock Holding History

Jones Financial Companies’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74K Buy
368
+293
+391% +$2.54K ﹤0.01% 4234
2026
Q1 		$535 Hold
75
– – ﹤0.01% 4477
2025
Q4 		$701 Buy
+75
New +$771 ﹤0.01% 4098
2025
Q1 		– Sell
-16
Closed -$164 – 3853
2024
Q4 		$164 Hold
16
– – ﹤0.01% 3328
2024
Q3 		$171 Buy
+16
New +$163 ﹤0.01% 2951

Other funds holding SVV

AM
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Baillie Gifford & Co
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

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

Jones Financial Companies increased its Savers (SVV) stake by 391% in Q2 2026, buying an estimated $2.54K and bringing the position to 368 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #4234.

Jones Financial Companies first reported a position in SVV in Q3 2024 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • Jones Financial Companies held 368 shares of Savers worth $3.74K as of Q2 2026.
  • Jones Financial Companies bought 293 Savers shares in Q2 2026, an estimated $2.54K.
  • Savers made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4234 holding.
  • Jones Financial Companies first reported a position in Savers in Q3 2024 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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