Jones Financial Companies
APGE

Jones Financial Companies’s Apogee Therapeutics APGE Stock Holding History

Jones Financial Companies’s Portfolio APGE Stock Details APGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
7,553
+4,708
+165% +$424K ﹤0.01% 1892
2026
Q1 		$221K Buy
2,845
+2,747
+2,803% +$199K ﹤0.01% 2362
2025
Q4 		$7.4K Hold
98
– – ﹤0.01% 3352
2025
Q3 		$3.75K Buy
+98
New +$3.74K ﹤0.01% 3468

Other funds holding APGE

VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

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

Jones Financial Companies increased its Apogee Therapeutics (APGE) stake by 165% in Q2 2026, buying an estimated $424K and bringing the position to 7,553 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Jones Financial Companies first reported a position in APGE in Q3 2025 and has held it in 4 quarters since. 289 funds tracked by Wall St. Rank hold APGE as of Q2 2026.

  • Jones Financial Companies held 7,553 shares of Apogee Therapeutics worth $1M as of Q2 2026.
  • Jones Financial Companies bought 4,708 Apogee Therapeutics shares in Q2 2026, an estimated $424K.
  • Apogee Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1892 holding.
  • Jones Financial Companies first reported a position in Apogee Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • 289 funds tracked by Wall St. Rank held Apogee Therapeutics as of Q2 2026.

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