Jones Financial Companies
APLS

Jones Financial Companies’s Apellis Pharmaceuticals APLS Stock Holding History

Jones Financial Companies’s Portfolio APLS Stock Details APLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,984
Closed -$50.6K – 4969
2026
Q1 		$50.6K Buy
2,984
+947
+46% +$20.4K ﹤0.01% 2957
2025
Q4 		$51.2K Hold
2,037
– – ﹤0.01% 2515
2025
Q3 		$45.6K Buy
2,037
+1,373
+207% +$32K ﹤0.01% 2420
2025
Q2 		$11.6K Buy
664
+64
+11% +$1.19K ﹤0.01% 2814
2025
Q1 		$14.6K Buy
600
+567
+1,718% +$15.7K ﹤0.01% 2549
2024
Q4 		$1.05K Buy
+33
New +$992 ﹤0.01% 3130

Other funds holding APLS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jones Financial Companies sold out of Apellis Pharmaceuticals (APLS) in Q2 2026, closing a stake of 2,984 shares — an estimated $50.6K sold.

Jones Financial Companies first reported a position in APLS in Q4 2024 and held it in 6 quarters. The position peaked at $51.2K in Q4 2025. 1 fund tracked by Wall St. Rank holds APLS as of Q2 2026.

  • Jones Financial Companies reported no remaining Apellis Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 2,984 Apellis Pharmaceuticals shares in Q2 2026, an estimated $50.6K.
  • Jones Financial Companies first reported a position in Apellis Pharmaceuticals in Q4 2024 and held it in 6 quarters.
  • Jones Financial Companies's Apellis Pharmaceuticals position peaked at $51.2K in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Apellis Pharmaceuticals as of Q2 2026.

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