Jones Financial Companies
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Jones Financial Companies’s Schrodinger SDGR Stock Holding History

Jones Financial Companies’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$73.4K Sell
4,354
-315
-7% -$4.21K ﹤0.01% 2972
2026
Q1 		$51.7K Buy
4,669
+3,183
+214% +$44K ﹤0.01% 2947
2025
Q4 		$26.6K Buy
1,486
+438
+42% +$8.3K ﹤0.01% 2818
2025
Q3 		$20.2K Sell
1,048
-428
-29% -$8.6K ﹤0.01% 2795
2025
Q2 		$30.4K Buy
1,476
+694
+89% +$15.8K ﹤0.01% 2418
2025
Q1 		$15.6K Buy
782
+165
+27% +$3.71K ﹤0.01% 2521
2024
Q4 		$11.9K Hold
617
– – ﹤0.01% 2455
2024
Q3 		$11.6K Buy
617
+510
+477% +$10.5K ﹤0.01% 2167
2024
Q2 		$2.07K Buy
+107
New +$2.47K ﹤0.01% 2150

Other funds holding SDGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Jones Financial Companies reduced its Schrodinger (SDGR) stake by 6.7% in Q2 2026, selling an estimated $4.21K and leaving 4,354 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Jones Financial Companies first reported a position in SDGR in Q2 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

  • Jones Financial Companies held 4,354 shares of Schrodinger worth $73.4K as of Q2 2026.
  • Jones Financial Companies sold 315 Schrodinger shares in Q2 2026, an estimated $4.21K.
  • Schrodinger made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2972 holding.
  • Jones Financial Companies first reported a position in Schrodinger in Q2 2024 and has held it in 9 quarters since.
  • 231 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

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