Jones Financial Companies
LENZ

Jones Financial Companies’s LENZ Therapeutics LENZ Stock Holding History

Jones Financial Companies’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.09K Sell
702
-245
-26% -$1.98K ﹤0.01% 4185
2026
Q1 		$7.96K Buy
947
+78
+9% +$1.1K ﹤0.01% 3659
2025
Q4 		$13.9K Buy
869
+575
+196% +$16.8K ﹤0.01% 3083
2025
Q3 		$12.4K Buy
294
+282
+2,350% +$10.4K ﹤0.01% 3001
2025
Q2 		$362 Hold
12
– – ﹤0.01% 3852
2025
Q1 		$308 Hold
12
– – ﹤0.01% 3560
2024
Q4 		$346 Buy
+12
New +$366 ﹤0.01% 3271

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
AWG
Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
7IH
72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

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

Jones Financial Companies reduced its LENZ Therapeutics (LENZ) stake by 26% in Q2 2026, selling an estimated $1.98K and leaving 702 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

Jones Financial Companies first reported a position in LENZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9K in Q4 2025. 144 funds tracked by Wall St. Rank hold LENZ as of Q2 2026.

  • Jones Financial Companies held 702 shares of LENZ Therapeutics worth $4.09K as of Q2 2026.
  • Jones Financial Companies sold 245 LENZ Therapeutics shares in Q2 2026, an estimated $1.98K.
  • LENZ Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4185 holding.
  • Jones Financial Companies first reported a position in LENZ Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's LENZ Therapeutics position peaked at $13.9K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2026.

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