Jones Financial Companies
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Jones Financial Companies’s Phathom Pharmaceuticals PHAT Stock Holding History

Jones Financial Companies’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.3K Buy
3,526
+655
+23% +$8.27K ﹤0.01% 3062
2025
Q4 		$47.6K Buy
2,871
+348
+14% +$4.97K ﹤0.01% 2553
2025
Q3 		$29.7K Buy
2,523
+2,058
+443% +$21.2K ﹤0.01% 2592
2025
Q2 		$4.53K Buy
+465
New +$2.57K ﹤0.01% 3166

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Jones Financial Companies increased its Phathom Pharmaceuticals (PHAT) stake by 23% in Q1 2026, buying an estimated $8.27K and bringing the position to 3,526 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Jones Financial Companies first reported a position in PHAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $47.6K in Q4 2025. 174 funds tracked by Wall St. Rank hold PHAT as of Q1 2026.

  • Jones Financial Companies held 3,526 shares of Phathom Pharmaceuticals worth $37.3K as of Q1 2026.
  • Jones Financial Companies bought 655 Phathom Pharmaceuticals shares in Q1 2026, an estimated $8.27K.
  • Phathom Pharmaceuticals made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3062 holding.
  • Jones Financial Companies first reported a position in Phathom Pharmaceuticals in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Phathom Pharmaceuticals position peaked at $47.6K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q1 2026.

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