Jones Financial Companies
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Jones Financial Companies’s Willamette Valley Vineyards WVVI Stock Holding History

Jones Financial Companies’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.61K Sell
1,190
-100
-8% -$270 ﹤0.01% 4351
2026
Q1 		$3.24K Buy
1,290
+100
+8% +$272 ﹤0.01% 4001
2025
Q4 		$3.63K Hold
1,190
– – ﹤0.01% 3629
2025
Q3 		$4.12K Hold
1,190
– – ﹤0.01% 3430
2025
Q2 		$6.4K Buy
1,190
+590
+98% +$3.44K ﹤0.01% 3051
2025
Q1 		$3.63K Hold
600
– – ﹤0.01% 3064
2024
Q4 		$2.01K Buy
+600
New +$2.03K ﹤0.01% 2997

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NCM
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
EWA
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Jones Financial Companies reduced its Willamette Valley Vineyards (WVVI) stake by 7.8% in Q2 2026, selling an estimated $270 and leaving 1,190 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #4351.

Jones Financial Companies first reported a position in WVVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.4K in Q2 2025. 35 funds tracked by Wall St. Rank hold WVVI as of Q2 2026.

  • Jones Financial Companies held 1,190 shares of Willamette Valley Vineyards worth $2.61K as of Q2 2026.
  • Jones Financial Companies sold 100 Willamette Valley Vineyards shares in Q2 2026, an estimated $270.
  • Willamette Valley Vineyards made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4351 holding.
  • Jones Financial Companies first reported a position in Willamette Valley Vineyards in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Willamette Valley Vineyards position peaked at $6.4K in Q2 2025.
  • 35 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2026.

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