Jones Financial Companies
VUZI icon

Jones Financial Companies’s Vuzix VUZI Stock Holding History

Jones Financial Companies’s Portfolio VUZI Stock Details VUZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.3K Buy
9,822
+3,629
+59% +$9.91K ﹤0.01% 3269
2025
Q4 		$23.4K Buy
6,193
+1,288
+26% +$4.05K ﹤0.01% 2866
2025
Q3 		$14.9K Buy
4,905
+4,635
+1,717% +$10.9K ﹤0.01% 2922
2025
Q2 		$759 Buy
270
+159
+143% +$375 ﹤0.01% 3721
2025
Q1 		$249 Hold
111
– – ﹤0.01% 3574
2024
Q4 		$437 Sell
111
-64
-37% -$131 ﹤0.01% 3243
2024
Q3 		$203 Buy
+175
New +$191 ﹤0.01% 2943

Other funds holding VUZI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Jones Financial Companies increased its Vuzix (VUZI) stake by 59% in Q1 2026, buying an estimated $9.91K and bringing the position to 9,822 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3269.

Jones Financial Companies first reported a position in VUZI in Q3 2024 and has held it in 7 quarters since. The position peaked at $23.4K in Q4 2025. 114 funds tracked by Wall St. Rank hold VUZI as of Q1 2026.

  • Jones Financial Companies held 9,822 shares of Vuzix worth $21.3K as of Q1 2026.
  • Jones Financial Companies bought 3,629 Vuzix shares in Q1 2026, an estimated $9.91K.
  • Vuzix made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3269 holding.
  • Jones Financial Companies first reported a position in Vuzix in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Vuzix position peaked at $23.4K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held Vuzix as of Q1 2026.

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