Jones Financial Companies
ROIV icon

Jones Financial Companies’s Roivant Sciences ROIV Stock Holding History

Jones Financial Companies’s Portfolio ROIV Stock Details ROIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
15,154
+2,304
+18% +$68.1K ﹤0.01% 2205
2026
Q1 		$341K Buy
12,850
+10,759
+515% +$276K ﹤0.01% 2210
2025
Q4 		$45.4K Buy
2,091
+435
+26% +$8.58K ﹤0.01% 2571
2025
Q3 		$25.1K Buy
1,656
+1,148
+226% +$14.2K ﹤0.01% 2678
2025
Q2 		$5.79K Buy
508
+145
+40% +$1.57K ﹤0.01% 3089
2025
Q1 		$3.77K Buy
363
+163
+82% +$1.76K ﹤0.01% 3046
2024
Q4 		$2.37K Hold
200
– – ﹤0.01% 2954
2024
Q3 		$2.3K Hold
200
– – ﹤0.01% 2649
2024
Q2 		$2.11K Buy
+200
New +$2.19K ﹤0.01% 2146

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

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

Jones Financial Companies increased its Roivant Sciences (ROIV) stake by 18% in Q2 2026, buying an estimated $68.1K and bringing the position to 15,154 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Jones Financial Companies first reported a position in ROIV in Q2 2024 and has held it in 9 quarters since. 500 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Jones Financial Companies held 15,154 shares of Roivant Sciences worth $516K as of Q2 2026.
  • Jones Financial Companies bought 2,304 Roivant Sciences shares in Q2 2026, an estimated $68.1K.
  • Roivant Sciences made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2205 holding.
  • Jones Financial Companies first reported a position in Roivant Sciences in Q2 2024 and has held it in 9 quarters since.
  • 500 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

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