Jones Financial Companies
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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
Q2 		$1.13M Buy
61,237
+48,941
+398% +$876K ﹤0.01% 1831
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 $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PointState Capital
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jones Financial Companies increased its Caris Life Sciences (CAI) stake by 398% in Q2 2026, buying an estimated $876K and bringing the position to 61,237 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Jones Financial Companies first reported a position in CAI in Q3 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Jones Financial Companies held 61,237 shares of Caris Life Sciences worth $1.13M as of Q2 2026.
  • Jones Financial Companies bought 48,941 Caris Life Sciences shares in Q2 2026, an estimated $876K.
  • Caris Life Sciences made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1831 holding.
  • Jones Financial Companies first reported a position in Caris Life Sciences in Q3 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

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