Jones Financial Companies
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Jones Financial Companies’s Achieve Life Sciences ACHV Stock Holding History

Jones Financial Companies’s Portfolio ACHV Stock Details ACHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32K Buy
500
+300
+150% +$1.33K ﹤0.01% 4272
2025
Q4 		$994 Buy
+200
New +$872 ﹤0.01% 4014

Other funds holding ACHV

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jones Financial Companies increased its Achieve Life Sciences (ACHV) stake by 150% in Q1 2026, buying an estimated $1.33K and bringing the position to 500 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

Jones Financial Companies first reported a position in ACHV in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold ACHV as of Q1 2026.

  • Jones Financial Companies held 500 shares of Achieve Life Sciences worth $1.32K as of Q1 2026.
  • Jones Financial Companies bought 300 Achieve Life Sciences shares in Q1 2026, an estimated $1.33K.
  • Achieve Life Sciences made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4272 holding.
  • Jones Financial Companies first reported a position in Achieve Life Sciences in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q1 2026.

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