Jones Financial Companies
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Jones Financial Companies’s Vista Energy VIST Stock Holding History

Jones Financial Companies’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46.5K Buy
626
+250
+66% +$14.6K ﹤0.01% 2979
2025
Q4 		$18.3K Sell
376
-163
-30% -$7.37K ﹤0.01% 2969
2025
Q3 		$19.5K Sell
539
-178
-25% -$7.36K ﹤0.01% 2815
2025
Q2 		$34.6K Buy
717
+333
+87% +$15.8K ﹤0.01% 2369
2025
Q1 		$18.2K Buy
384
+124
+48% +$6.41K ﹤0.01% 2473
2024
Q4 		$14.1K Buy
+260
New +$13.4K ﹤0.01% 2389

Other funds holding VIST

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Jones Financial Companies increased its Vista Energy (VIST) stake by 66% in Q1 2026, buying an estimated $14.6K and bringing the position to 626 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2979.

Jones Financial Companies first reported a position in VIST in Q4 2024 and has held it in 6 quarters since. 222 funds tracked by Wall St. Rank hold VIST as of Q1 2026.

  • Jones Financial Companies held 626 shares of Vista Energy worth $46.5K as of Q1 2026.
  • Jones Financial Companies bought 250 Vista Energy shares in Q1 2026, an estimated $14.6K.
  • Vista Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2979 holding.
  • Jones Financial Companies first reported a position in Vista Energy in Q4 2024 and has held it in 6 quarters since.
  • 222 funds tracked by Wall St. Rank held Vista Energy as of Q1 2026.

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