Jones Financial Companies
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Jones Financial Companies’s Arrowhead Research ARWR Stock Holding History

Jones Financial Companies’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$705K Buy
8,933
+6,037
+208% +$446K ﹤0.01% 2057
2026
Q1 		$167K Buy
2,896
+2,412
+498% +$153K ﹤0.01% 2460
2025
Q4 		$32.1K Sell
484
-313
-39% -$15.3K ﹤0.01% 2729
2025
Q3 		$26.1K Hold
797
– – ﹤0.01% 2656
2025
Q2 		$12.8K Buy
797
+34
+4% +$488 ﹤0.01% 2781
2025
Q1 		$10.5K Hold
763
– – ﹤0.01% 2677
2024
Q4 		$14.3K Buy
763
+663
+663% +$13.7K ﹤0.01% 2385
2024
Q3 		$1.97K Buy
+100
New +$2.44K ﹤0.01% 2680

Other funds holding ARWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

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

Jones Financial Companies increased its Arrowhead Research (ARWR) stake by 208% in Q2 2026, buying an estimated $446K and bringing the position to 8,933 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Jones Financial Companies first reported a position in ARWR in Q3 2024 and has held it in 8 quarters since. 500 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

  • Jones Financial Companies held 8,933 shares of Arrowhead Research worth $705K as of Q2 2026.
  • Jones Financial Companies bought 6,037 Arrowhead Research shares in Q2 2026, an estimated $446K.
  • Arrowhead Research made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2057 holding.
  • Jones Financial Companies first reported a position in Arrowhead Research in Q3 2024 and has held it in 8 quarters since.
  • 500 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

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