Jones Financial Companies
CARL

Jones Financial Companies’s Carlsmed CARL Stock Holding History

Jones Financial Companies’s Portfolio CARL Stock Details CARL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.67K Hold
380
– – ﹤0.01% 3955
2025
Q4 		$4.69K Buy
+380
New +$5.06K ﹤0.01% 3533

Other funds holding CARL

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KC
KCM Capital Shawnee, Kansas $622M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jones Financial Companies held its Carlsmed (CARL) position steady in Q1 2026 at 380 shares worth $3.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3955.

Jones Financial Companies first reported a position in CARL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.69K in Q4 2025. 66 funds tracked by Wall St. Rank hold CARL as of Q1 2026.

  • Jones Financial Companies held 380 shares of Carlsmed worth $3.67K as of Q1 2026.
  • Jones Financial Companies left its Carlsmed share count unchanged in Q1 2026.
  • Carlsmed made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3955 holding.
  • Jones Financial Companies first reported a position in Carlsmed in Q4 2025 and has held it in 2 quarters since.
  • Jones Financial Companies's Carlsmed position peaked at $4.69K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Carlsmed as of Q1 2026.

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