Jones Financial Companies
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Jones Financial Companies’s Scholar Rock SRRK Stock Holding History

Jones Financial Companies’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
5,722
+2,372
+71% +$115K ﹤0.01% 2404
2026
Q1 		$143K Buy
3,350
+2,720
+432% +$122K ﹤0.01% 2524
2025
Q4 		$27.8K Hold
630
– – ﹤0.01% 2800
2025
Q3 		$24.4K Buy
630
+555
+740% +$19.4K ﹤0.01% 2691
2025
Q2 		$2.69K Buy
75
+18
+32% +$565 ﹤0.01% 3365
2025
Q1 		$1.87K Buy
+57
New +$2.19K ﹤0.01% 3257

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

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

Jones Financial Companies increased its Scholar Rock (SRRK) stake by 71% in Q2 2026, buying an estimated $115K and bringing the position to 5,722 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

Jones Financial Companies first reported a position in SRRK in Q1 2025 and has held it in 6 quarters since. 305 funds tracked by Wall St. Rank hold SRRK as of Q2 2026.

  • Jones Financial Companies held 5,722 shares of Scholar Rock worth $313K as of Q2 2026.
  • Jones Financial Companies bought 2,372 Scholar Rock shares in Q2 2026, an estimated $115K.
  • Scholar Rock made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2404 holding.
  • Jones Financial Companies first reported a position in Scholar Rock in Q1 2025 and has held it in 6 quarters since.
  • 305 funds tracked by Wall St. Rank held Scholar Rock as of Q2 2026.

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