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
Q2 		$36.8K Sell
3,744
-2,604
-41% -$23.6K ﹤0.01% 3249
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

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ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return
SR
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VA
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
State Street
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Jones Financial Companies's OCUL Position: Q2 2026 in Review

Jones Financial Companies reduced its Ocular Therapeutix (OCUL) stake by 41% in Q2 2026, selling an estimated $23.6K and leaving 3,744 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3249.

Jones Financial Companies first reported a position in OCUL in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.9K in Q1 2026. 262 funds tracked by Wall St. Rank hold OCUL as of Q2 2026.

  • Jones Financial Companies held 3,744 shares of Ocular Therapeutix worth $36.8K as of Q2 2026.
  • Jones Financial Companies sold 2,604 Ocular Therapeutix shares in Q2 2026, an estimated $23.6K.
  • Ocular Therapeutix made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3249 holding.
  • Jones Financial Companies first reported a position in Ocular Therapeutix in Q4 2025 and has held it in 3 quarters since.
  • Jones Financial Companies's Ocular Therapeutix position peaked at $47.9K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q2 2026.

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