Jones Financial Companies
UFI icon

Jones Financial Companies’s UNIFI UFI Stock Holding History

Jones Financial Companies’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.15K Buy
881
+431
+96% +$1.66K ﹤0.01% 4014
2025
Q4 		$1.57K Buy
+450
New +$1.74K ﹤0.01% 3896

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Jones Financial Companies increased its UNIFI (UFI) stake by 96% in Q1 2026, buying an estimated $1.66K and bringing the position to 881 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4014.

Jones Financial Companies first reported a position in UFI in Q4 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold UFI as of Q1 2026.

  • Jones Financial Companies held 881 shares of UNIFI worth $3.15K as of Q1 2026.
  • Jones Financial Companies bought 431 UNIFI shares in Q1 2026, an estimated $1.66K.
  • UNIFI made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4014 holding.
  • Jones Financial Companies first reported a position in UNIFI in Q4 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held UNIFI as of Q1 2026.

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