Jones Financial Companies’s Adverum Biotechnologies ADVM Stock Holding History

Jones Financial Companies’s Portfolio ADVM Stock Details ADVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,000	Closed	-$4.51K	–	4397
2025 Q3	$4.51K	Hold	1,000	–	–	﹤0.01%	3401
2025 Q2	$2.32K	Buy	+1,000	New	+$2.8K	﹤0.01%	3418

Jones Financial Companies's ADVM Position: Q4 2025 in Review

Jones Financial Companies sold out of Adverum Biotechnologies (ADVM) in Q4 2025, closing a stake of 1,000 shares — an estimated $4.51K sold.

Jones Financial Companies first reported a position in ADVM in Q2 2025 and held it in 2 quarters. The position peaked at $4.51K in Q3 2025. 0 funds tracked by Wall St. Rank hold ADVM as of Q4 2025.

Jones Financial Companies reported no remaining Adverum Biotechnologies position as of Q4 2025 after selling out during the quarter.
Jones Financial Companies sold 1,000 Adverum Biotechnologies shares in Q4 2025, an estimated $4.51K.
Jones Financial Companies first reported a position in Adverum Biotechnologies in Q2 2025 and held it in 2 quarters.
Jones Financial Companies's Adverum Biotechnologies position peaked at $4.51K in Q3 2025.
0 funds tracked by Wall St. Rank held Adverum Biotechnologies as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.