Position in CFOR
as of Sep 30, 2024
· filed Nov 12, 2024
Position Value
$0
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $745,384,896 across 44 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,305 | $172,241,367 | |
| 2 | MS |
Morgan Stanley
|
794,874 | $166,160,460 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,582,419 | $146,009,800 | |
| 4 | MC |
Moelis & Co
|
1,709,578 | $111,840,592 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
578,028 | $50,311,556 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
290,735 | $38,996,285 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
265,962 | $26,670,669 | |
| 8 | EVR |
Evercore Inc.
|
29,792 | $10,172,180 |
All Filings in CFOR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 OPGN | — | 3 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||