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 Q2	$45.6K	Buy	4,250 +724	+21%	+$8.26K	﹤0.01%	3170
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

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

MVM

Medicxi Ventures Management St. Helier, Jersey $177M AUM 212.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NMC

NEA Management Company Timonium, Maryland $1.59B AUM 234.06% 1-Year Est. Return

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

Jones Financial Companies increased its Phathom Pharmaceuticals (PHAT) stake by 21% in Q2 2026, buying an estimated $8.26K and bringing the position to 4,250 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3170.

Jones Financial Companies first reported a position in PHAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $47.6K in Q4 2025. 161 funds tracked by Wall St. Rank hold PHAT as of Q2 2026.

Jones Financial Companies held 4,250 shares of Phathom Pharmaceuticals worth $45.6K as of Q2 2026.
Jones Financial Companies bought 724 Phathom Pharmaceuticals shares in Q2 2026, an estimated $8.26K.
Phathom Pharmaceuticals made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3170 holding.
Jones Financial Companies first reported a position in Phathom Pharmaceuticals in Q2 2025 and has held it in 5 quarters since.
Jones Financial Companies's Phathom Pharmaceuticals position peaked at $47.6K in Q4 2025.
161 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2026.

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