Jones Financial Companies
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Jones Financial Companies’s Ocular Therapeutix OCUL Stock Holding History

Jones Financial Companies’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.9K Buy
6,348
+5,166
+437% +$49.2K ﹤0.01% 2972
2025
Q4 		$14.3K Buy
+1,182
New +$14.4K ﹤0.01% 3070

Other funds holding OCUL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Jones Financial Companies increased its Ocular Therapeutix (OCUL) stake by 437% in Q1 2026, buying an estimated $49.2K and bringing the position to 6,348 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Jones Financial Companies first reported a position in OCUL in Q4 2025 and has held it in 2 quarters since. 269 funds tracked by Wall St. Rank hold OCUL as of Q1 2026.

  • Jones Financial Companies held 6,348 shares of Ocular Therapeutix worth $47.9K as of Q1 2026.
  • Jones Financial Companies bought 5,166 Ocular Therapeutix shares in Q1 2026, an estimated $49.2K.
  • Ocular Therapeutix made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2972 holding.
  • Jones Financial Companies first reported a position in Ocular Therapeutix in Q4 2025 and has held it in 2 quarters since.
  • 269 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q1 2026.

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