Jones Financial Companies
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Jones Financial Companies’s Fate Therapeutics FATE Stock Holding History

Jones Financial Companies’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.05K Hold
900
– – ﹤0.01% 4336
2025
Q4 		$884 Hold
900
– – ﹤0.01% 4050
2025
Q3 		$900 Hold
900
– – ﹤0.01% 3920
2025
Q2 		$936 Hold
900
– – ﹤0.01% 3668
2025
Q1 		$764 Hold
900
– – ﹤0.01% 3455
2024
Q4 		$1.49K Buy
+900
New +$2.27K ﹤0.01% 3071

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jones Financial Companies held its Fate Therapeutics (FATE) position steady in Q1 2026 at 900 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #4336.

Jones Financial Companies first reported a position in FATE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49K in Q4 2024. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Jones Financial Companies held 900 shares of Fate Therapeutics worth $1.05K as of Q1 2026.
  • Jones Financial Companies left its Fate Therapeutics share count unchanged in Q1 2026.
  • Fate Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4336 holding.
  • Jones Financial Companies first reported a position in Fate Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Fate Therapeutics position peaked at $1.49K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

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