Jones Financial Companies’s Tvardi Therapeutics TVRD Stock Holding History

Jones Financial Companies’s Portfolio TVRD Stock Details TVRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41	Sell	27 -101	-79%	-$317	﹤0.01%	4917
2026 Q1	$406	Buy	128 +3	+2%	+$12	﹤0.01%	4526
2025 Q4	$538	Buy	125 +100	+400%	+$896	﹤0.01%	4149
2025 Q3	$908	Buy	25 +1	+4%	+$28	﹤0.01%	3919
2025 Q2	$591	Buy	24 +9	+60%	+$213	﹤0.01%	3777
2025 Q1	$237	Buy	15 +9	+150%	+$136	﹤0.01%	3580
2024 Q4	$116	Buy	+6	New	+$65	﹤0.01%	3343
2022 Q3	–	Sell	-7	Closed	-$2K	–	755
2022 Q2	$2K	Sell	7 -13	-65%	-$4.56K	﹤0.01%	605
2022 Q1	$9K	Buy	+20	New	+$8.21K	﹤0.01%	527

Other funds holding TVRD

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AFG

American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DWAM

Duncan Williams Asset Management Memphis, Tennessee $444M AUM 24.78% 1-Year Est. Return

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

Jones Financial Companies reduced its Tvardi Therapeutics (TVRD) stake by 79% in Q2 2026, selling an estimated $317 and leaving 27 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #4917.

Jones Financial Companies first reported a position in TVRD in Q1 2022 and has held it in 9 quarters since. The position peaked at $9K in Q1 2022. 58 funds tracked by Wall St. Rank hold TVRD as of Q2 2026.

Jones Financial Companies held 27 shares of Tvardi Therapeutics worth $41 as of Q2 2026.
Jones Financial Companies sold 101 Tvardi Therapeutics shares in Q2 2026, an estimated $317.
Tvardi Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4917 holding.
Jones Financial Companies first reported a position in Tvardi Therapeutics in Q1 2022 and has held it in 9 quarters since.
Jones Financial Companies's Tvardi Therapeutics position peaked at $9K in Q1 2022.
58 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2026.

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