Jones Financial Companies
PHR icon

Jones Financial Companies’s Phreesia PHR Stock Holding History

Jones Financial Companies’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$74K Buy
7,345
+2,657
+57% +$24.7K ﹤0.01% 2970
2026
Q1 		$51.5K Buy
+4,688
New +$62K ﹤0.01% 2949
2025
Q4 		– Sell
-129
Closed -$3.05K – 4558
2025
Q3 		$3.05K Buy
+129
New +$3.51K ﹤0.01% 3554

Other funds holding PHR

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Jones Financial Companies increased its Phreesia (PHR) stake by 57% in Q2 2026, buying an estimated $24.7K and bringing the position to 7,345 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Jones Financial Companies first reported a position in PHR in Q3 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold PHR as of Q2 2026.

  • Jones Financial Companies held 7,345 shares of Phreesia worth $74K as of Q2 2026.
  • Jones Financial Companies bought 2,657 Phreesia shares in Q2 2026, an estimated $24.7K.
  • Phreesia made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2970 holding.
  • Jones Financial Companies first reported a position in Phreesia in Q3 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Phreesia as of Q2 2026.

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