Jones Financial Companies
CAI

Jones Financial Companies’s Caris Life Sciences CAI Stock Holding History

Jones Financial Companies’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$208K Buy
12,296
+12,271
+49,084% +$268K ﹤0.01% 2390
2025
Q4 		$675 Sell
25
-115
-82% -$3.24K ﹤0.01% 4103
2025
Q3 		$4.09K Buy
+140
New +$4.46K ﹤0.01% 3433

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $326M AUM
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jones Financial Companies's CAI Position: Q1 2026 in Review

Jones Financial Companies increased its Caris Life Sciences (CAI) stake by 49,084% in Q1 2026, buying an estimated $268K and bringing the position to 12,296 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #2390.

Jones Financial Companies first reported a position in CAI in Q3 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold CAI as of Q1 2026.

  • Jones Financial Companies held 12,296 shares of Caris Life Sciences worth $208K as of Q1 2026.
  • Jones Financial Companies bought 12,271 Caris Life Sciences shares in Q1 2026, an estimated $268K.
  • Caris Life Sciences made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2390 holding.
  • Jones Financial Companies first reported a position in Caris Life Sciences in Q3 2025 and has held it in 3 quarters since.
  • 202 funds tracked by Wall St. Rank held Caris Life Sciences as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.