Jones Financial Companies
TBBB icon

Jones Financial Companies’s BBB Foods TBBB Stock Holding History

Jones Financial Companies’s Portfolio TBBB Stock Details TBBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Buy
5,945
+1,881
+46% +$65.8K ﹤0.01% 2403
2025
Q4 		$136K Buy
4,064
+1,195
+42% +$35.7K ﹤0.01% 2094
2025
Q3 		$75.3K Buy
2,869
+593
+26% +$15.4K ﹤0.01% 2197
2025
Q2 		$62.5K Buy
2,276
+1,692
+290% +$47.6K ﹤0.01% 2138
2025
Q1 		$15.6K Buy
+584
New +$16.3K ﹤0.01% 2520

Other funds holding TBBB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DFO
Duquesne Family Office New York $3.38B AUM 61.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Jones Financial Companies increased its BBB Foods (TBBB) stake by 46% in Q1 2026, buying an estimated $65.8K and bringing the position to 5,945 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Jones Financial Companies first reported a position in TBBB in Q1 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold TBBB as of Q1 2026.

  • Jones Financial Companies held 5,945 shares of BBB Foods worth $204K as of Q1 2026.
  • Jones Financial Companies bought 1,881 BBB Foods shares in Q1 2026, an estimated $65.8K.
  • BBB Foods made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2403 holding.
  • Jones Financial Companies first reported a position in BBB Foods in Q1 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held BBB Foods as of Q1 2026.

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