Jones Financial Companies
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Jones Financial Companies’s Adaptive Biotechnologies ADPT Stock Holding History

Jones Financial Companies’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.1K Buy
3,967
+2,358
+147% +$36.1K ﹤0.01% 2919
2026
Q1 		$20K Buy
+1,609
New +$25.6K ﹤0.01% 3295
2025
Q4 		– Sell
-1,600
Closed -$21.2K – 4396
2025
Q3 		$21.2K Buy
+1,600
New +$19.5K ﹤0.01% 2773

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Jones Financial Companies increased its Adaptive Biotechnologies (ADPT) stake by 147% in Q2 2026, buying an estimated $36.1K and bringing the position to 3,967 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2919.

Jones Financial Companies first reported a position in ADPT in Q3 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold ADPT as of Q2 2026.

  • Jones Financial Companies held 3,967 shares of Adaptive Biotechnologies worth $83.1K as of Q2 2026.
  • Jones Financial Companies bought 2,358 Adaptive Biotechnologies shares in Q2 2026, an estimated $36.1K.
  • Adaptive Biotechnologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2919 holding.
  • Jones Financial Companies first reported a position in Adaptive Biotechnologies in Q3 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Adaptive Biotechnologies as of Q2 2026.

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