Jones Financial Companies
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Jones Financial Companies’s BioVie BIVI Stock Holding History

Jones Financial Companies’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$2 – 4420
2025
Q3 		$2 Sell
1
-1
-50% -$4 ﹤0.01% 4222
2025
Q2 		$15 Sell
2
-59
-97% -$583 ﹤0.01% 4004
2025
Q1 		$615 Sell
61
-99
-62% -$1.58K ﹤0.01% 3488
2024
Q4 		$3.2K Buy
160
+159
+15,900% +$3.83K ﹤0.01% 2884
2024
Q3 		$12 Hold
1
– – ﹤0.01% 3009
2024
Q2 		$40 Buy
+1
New +$48 ﹤0.01% 2405

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Jones Financial Companies sold out of BioVie (BIVI) in Q4 2025, closing a stake of 1 share — an estimated $2 sold.

Jones Financial Companies first reported a position in BIVI in Q2 2024 and held it in 6 quarters. The position peaked at $3.2K in Q4 2024. 35 funds tracked by Wall St. Rank hold BIVI as of Q4 2025.

  • Jones Financial Companies reported no remaining BioVie position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1 BioVie share in Q4 2025, an estimated $2.
  • Jones Financial Companies first reported a position in BioVie in Q2 2024 and held it in 6 quarters.
  • Jones Financial Companies's BioVie position peaked at $3.2K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held BioVie as of Q4 2025.

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