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
Q2 		$1.89K Hold
900
– – ﹤0.01% 4438
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 $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Jones Financial Companies held its Fate Therapeutics (FATE) position steady in Q2 2026 at 900 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #4438.

Jones Financial Companies first reported a position in FATE in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Jones Financial Companies held 900 shares of Fate Therapeutics worth $1.89K as of Q2 2026.
  • Jones Financial Companies left its Fate Therapeutics share count unchanged in Q2 2026.
  • Fate Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4438 holding.
  • Jones Financial Companies first reported a position in Fate Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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