Position in RM
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$290
-$58 QoQ
Shares Held
9
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,409,128,234 across 37 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,229,928 | $765,065,997 | |
| 2 | MA |
Mastercard Inc
|
565,708 | $290,547,628 | |
| 3 | AXP |
American Express Co
|
484,003 | $163,714,014 | |
| 4 | COF |
Capital One Financial Corp
|
290,754 | $58,331,066 | |
| 5 | ALLY |
Ally Financial Inc.
|
903,248 | $41,504,245 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
159,715 | $34,549,548 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
425,382 | $18,367,994 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
994,992 | $17,840,206 |
All Filings in RM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $290 | 9 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $348 | 9 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $350 | 9 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $262 | 9 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $270 | 9 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $305 | 9 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $294 | 9 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||