Jones Financial Companies
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Jones Financial Companies’s Invivyd IVVD Stock Holding History

Jones Financial Companies’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.79K Buy
2,036
+1,086
+114% +$2K ﹤0.01% 4056
2025
Q4 		$2.35K Buy
+950
New +$1.98K ﹤0.01% 3780

Other funds holding IVVD

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PA
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BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

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

Jones Financial Companies increased its Invivyd (IVVD) stake by 114% in Q1 2026, buying an estimated $2K and bringing the position to 2,036 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #4056.

Jones Financial Companies first reported a position in IVVD in Q4 2025 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Jones Financial Companies held 2,036 shares of Invivyd worth $2.79K as of Q1 2026.
  • Jones Financial Companies bought 1,086 Invivyd shares in Q1 2026, an estimated $2K.
  • Invivyd made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4056 holding.
  • Jones Financial Companies first reported a position in Invivyd in Q4 2025 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

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