IFP Advisors’s Ginkgo Bioworks DNA Stock Holding History

IFP Advisors’s Portfolio DNA Stock Details DNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$264	Buy	+43	New	+$358	﹤0.01%	4565
2025 Q4	–	Sell	-27	Closed	-$394	–	4920
2025 Q3	$394	Buy	27 +1	+4%	+$12	﹤0.01%	4245
2025 Q2	$293	Buy	26 +12	+86%	+$93	﹤0.01%	4559
2025 Q1	$80	Hold	14	–	–	﹤0.01%	3921
2024 Q4	$137	Sell	14 -575	-98%	-$4.93K	﹤0.01%	3913
2024 Q3	$249	Buy	589 +572	+3,365%	+$5.73K	﹤0.01%	3199
2024 Q2	$226	Sell	17 -8	-32%	-$239	﹤0.01%	3140
2024 Q1	$1.15K	Hold	25	–	–	﹤0.01%	2836
2023 Q4	$1.67K	Buy	25 +3	+14%	+$184	﹤0.01%	2715
2023 Q3	$1.62K	Hold	22	–	–	﹤0.01%	2888
2023 Q2	$1.63K	Buy	22 +8	+57%	+$474	﹤0.01%	2942
2023 Q1	$7K	Sell	14 -2,006	-99%	-$127K	﹤0.01%	2430
2022 Q4	$985K	Sell	2,020 -12	-0.6%	-$1.1K	0.03%	626
2022 Q3	$991K	Buy	2,032 +370	+22%	+$44.1K	0.03%	641
2022 Q2	$810K	Hold	1,662	–	–	0.03%	648
2022 Q1	$810K	Buy	1,662 +1,639	+7,126%	+$319K	0.03%	648
2021 Q4	$7K	Hold	23	–	–	﹤0.01%	2340
2021 Q3	$10K	Buy	+23	New	+$11.2K	﹤0.01%	2264

Other funds holding DNA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Anchorage Capital Group New York $436M AUM 38.51% 1-Year Est. Return

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.18B AUM 27.3% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return