Jones Financial Companies
EVO icon

Jones Financial Companies’s Evotec EVO Stock Holding History

Jones Financial Companies’s Portfolio EVO Stock Details EVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$274 Hold
100
– – ﹤0.01% 4827
2026
Q1 		$242 Sell
100
-50
-33% -$161 ﹤0.01% 4580
2025
Q4 		$462 Hold
150
– – ﹤0.01% 4176
2025
Q3 		$522 Hold
150
– – ﹤0.01% 4033
2025
Q2 		$624 Hold
150
– – ﹤0.01% 3766
2025
Q1 		$497 Buy
+150
New +$613 ﹤0.01% 3510

Other funds holding EVO

DA
DCF Advisers Greenwich, Connecticut $566M AUM 197.74% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
FC
Fore Capital New York $338M AUM 10.07% 1-Year Est. Return

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

Jones Financial Companies held its Evotec (EVO) position steady in Q2 2026 at 100 shares worth $274. The position accounts for ﹤0.01% of the portfolio, ranked #4827.

Jones Financial Companies first reported a position in EVO in Q1 2025 and has held it in 6 quarters since. The position peaked at $624 in Q2 2025. 34 funds tracked by Wall St. Rank hold EVO as of Q2 2026.

  • Jones Financial Companies held 100 shares of Evotec worth $274 as of Q2 2026.
  • Jones Financial Companies left its Evotec share count unchanged in Q2 2026.
  • Evotec made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4827 holding.
  • Jones Financial Companies first reported a position in Evotec in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's Evotec position peaked at $624 in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Evotec as of Q2 2026.

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