Jones Financial Companies
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Jones Financial Companies’s Xeris Biopharma Holdings XERS Stock Holding History

Jones Financial Companies’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.5K Buy
6,207
+500
+9% +$3.31K ﹤0.01% 3094
2025
Q4 		$44.8K Buy
5,707
+2,926
+105% +$23K ﹤0.01% 2581
2025
Q3 		$22.7K Buy
2,781
+1,303
+88% +$8.66K ﹤0.01% 2728
2025
Q2 		$6.95K Buy
+1,478
New +$6.77K ﹤0.01% 3010

Other funds holding XERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jones Financial Companies increased its Xeris Biopharma Holdings (XERS) stake by 8.8% in Q1 2026, buying an estimated $3.31K and bringing the position to 6,207 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3094.

Jones Financial Companies first reported a position in XERS in Q2 2025 and has held it in 4 quarters since. The position peaked at $44.8K in Q4 2025. 237 funds tracked by Wall St. Rank hold XERS as of Q1 2026.

  • Jones Financial Companies held 6,207 shares of Xeris Biopharma Holdings worth $33.5K as of Q1 2026.
  • Jones Financial Companies bought 500 Xeris Biopharma Holdings shares in Q1 2026, an estimated $3.31K.
  • Xeris Biopharma Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3094 holding.
  • Jones Financial Companies first reported a position in Xeris Biopharma Holdings in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Xeris Biopharma Holdings position peaked at $44.8K in Q4 2025.
  • 237 funds tracked by Wall St. Rank held Xeris Biopharma Holdings as of Q1 2026.

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