Jones Financial Companies’s Inventiva IVA Stock Holding History

Jones Financial Companies’s Portfolio IVA Stock Details IVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-881	Closed	-$5.04K	–	5079
2026 Q1	$5.04K	Buy	+881	New	+$5.37K	﹤0.01%	3835

Other funds holding IVA

Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Andera Partners Paris $206M AUM

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

SCM

Squadron Capital Management Westmont, Illinois $322M AUM

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

Jones Financial Companies sold out of Inventiva (IVA) in Q2 2026, closing a stake of 881 shares — an estimated $5.04K sold.

Jones Financial Companies first reported a position in IVA in Q1 2026 and held it in 1 quarter. The position peaked at $5.04K in Q1 2026. 88 funds tracked by Wall St. Rank hold IVA as of Q2 2026.

Jones Financial Companies reported no remaining Inventiva position as of Q2 2026 after selling out during the quarter.
Jones Financial Companies sold 881 Inventiva shares in Q2 2026, an estimated $5.04K.
Jones Financial Companies first reported a position in Inventiva in Q1 2026 and held it in 1 quarter.
Jones Financial Companies's Inventiva position peaked at $5.04K in Q1 2026.
88 funds tracked by Wall St. Rank held Inventiva as of Q2 2026.

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