Jones Financial Companies
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Jones Financial Companies’s Stoke Therapeutics STOK Stock Holding History

Jones Financial Companies’s Portfolio STOK Stock Details STOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$69.6K Sell
2,120
-450
-18% -$14.8K ﹤0.01% 2822
2025
Q4 		$81.6K Sell
2,570
-730
-22% -$21.9K ﹤0.01% 2293
2025
Q3 		$79.7K Sell
3,300
-150
-4% -$2.57K ﹤0.01% 2171
2025
Q2 		$40.1K Buy
3,450
+500
+17% +$4.75K ﹤0.01% 2315
2025
Q1 		$21.3K Buy
2,950
+1,900
+181% +$17.7K ﹤0.01% 2410
2024
Q4 		$11.6K Buy
1,050
+1,000
+2,000% +$12.3K ﹤0.01% 2473
2024
Q3 		$612 Buy
+50
New +$708 ﹤0.01% 2869

Other funds holding STOK

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $633M AUM 173.22% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Jones Financial Companies's STOK Position: Q1 2026 in Review

Jones Financial Companies reduced its Stoke Therapeutics (STOK) stake by 18% in Q1 2026, selling an estimated $14.8K and leaving 2,120 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

Jones Financial Companies first reported a position in STOK in Q3 2024 and has held it in 7 quarters since. The position peaked at $81.6K in Q4 2025. 196 funds tracked by Wall St. Rank hold STOK as of Q1 2026.

  • Jones Financial Companies held 2,120 shares of Stoke Therapeutics worth $69.6K as of Q1 2026.
  • Jones Financial Companies sold 450 Stoke Therapeutics shares in Q1 2026, an estimated $14.8K.
  • Stoke Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2822 holding.
  • Jones Financial Companies first reported a position in Stoke Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Stoke Therapeutics position peaked at $81.6K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Stoke Therapeutics as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.