Jones Financial Companies
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Jones Financial Companies’s Vertex VERX Stock Holding History

Jones Financial Companies’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$29.7K Buy
2,617
+2,454
+1,506% +$38.2K ﹤0.01% 3142
2025
Q4 		$3.25K Buy
163
+5
+3% +$108 ﹤0.01% 3673
2025
Q3 		$3.94K Buy
158
+61
+63% +$1.77K ﹤0.01% 3447
2025
Q2 		$3.35K Buy
97
+75
+341% +$2.85K ﹤0.01% 3280
2025
Q1 		$782 Sell
22
-18
-45% -$822 ﹤0.01% 3448
2024
Q4 		$2.13K Hold
40
– – ﹤0.01% 2983
2024
Q3 		$1.47K Buy
+40
New +$1.47K ﹤0.01% 2741

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