Jones Financial Companies
OPK icon

Jones Financial Companies’s Opko Health OPK Stock Holding History

Jones Financial Companies’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3K Buy
19,181
+2,506
+15% +$3.2K ﹤0.01% 3339
2026
Q1 		$18.7K Buy
16,675
+2,550
+18% +$3.14K ﹤0.01% 3324
2025
Q4 		$17.8K Hold
14,125
– – ﹤0.01% 2987
2025
Q3 		$20.5K Buy
14,125
+850
+6% +$1.17K ﹤0.01% 2789
2025
Q2 		$17.5K Buy
13,275
+1,650
+14% +$2.26K ﹤0.01% 2659
2025
Q1 		$19.8K Buy
11,625
+3,000
+35% +$4.94K ﹤0.01% 2435
2024
Q4 		$12.7K Buy
8,625
+250
+3% +$382 ﹤0.01% 2428
2024
Q3 		$12.7K Buy
8,375
+5,625
+205% +$8.35K ﹤0.01% 2129
2024
Q2 		$3.44K Buy
+2,750
New +$3.56K ﹤0.01% 2033

Other funds holding OPK

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Jones Financial Companies increased its Opko Health (OPK) stake by 15% in Q2 2026, buying an estimated $3.2K and bringing the position to 19,181 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Jones Financial Companies first reported a position in OPK in Q2 2024 and has held it in 9 quarters since. 222 funds tracked by Wall St. Rank hold OPK as of Q2 2026.

  • Jones Financial Companies held 19,181 shares of Opko Health worth $29.3K as of Q2 2026.
  • Jones Financial Companies bought 2,506 Opko Health shares in Q2 2026, an estimated $3.2K.
  • Opko Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3339 holding.
  • Jones Financial Companies first reported a position in Opko Health in Q2 2024 and has held it in 9 quarters since.
  • 222 funds tracked by Wall St. Rank held Opko Health as of Q2 2026.

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