Jones Financial Companies
UNFI icon

Jones Financial Companies’s United Natural Foods UNFI Stock Holding History

Jones Financial Companies’s Portfolio UNFI Stock Details UNFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Buy
2,381
+481
+25% +$23.8K ﹤0.01% 2805
2026
Q1 		$87.3K Buy
1,900
+88
+5% +$3.37K ﹤0.01% 2724
2025
Q4 		$61K Buy
1,812
+1,236
+215% +$46K ﹤0.01% 2432
2025
Q3 		$18.2K Hold
576
– – ﹤0.01% 2846
2025
Q2 		$13.1K Buy
576
+20
+4% +$521 ﹤0.01% 2767
2025
Q1 		$14.8K Buy
556
+148
+36% +$4.29K ﹤0.01% 2540
2024
Q4 		$11.1K Buy
408
+300
+278% +$6.91K ﹤0.01% 2492
2024
Q3 		$1.81K Buy
+108
New +$1.54K ﹤0.01% 2694

Other funds holding UNFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Jones Financial Companies increased its United Natural Foods (UNFI) stake by 25% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,381 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Jones Financial Companies first reported a position in UNFI in Q3 2024 and has held it in 8 quarters since. 358 funds tracked by Wall St. Rank hold UNFI as of Q2 2026.

  • Jones Financial Companies held 2,381 shares of United Natural Foods worth $117K as of Q2 2026.
  • Jones Financial Companies bought 481 United Natural Foods shares in Q2 2026, an estimated $23.8K.
  • United Natural Foods made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2805 holding.
  • Jones Financial Companies first reported a position in United Natural Foods in Q3 2024 and has held it in 8 quarters since.
  • 358 funds tracked by Wall St. Rank held United Natural Foods as of Q2 2026.

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