JFA
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JNBA Financial Advisors’s Emergent Biosolutions EBS Stock Holding History

JNBA Financial Advisors’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-328
Closed -$2.89K – 804
2025
Q3 		$2.89K Hold
328
– – ﹤0.01% 590
2025
Q2 		$2.09K Hold
328
– – ﹤0.01% 592
2025
Q1 		$1.59K Hold
328
– – ﹤0.01% 607
2024
Q4 		$3.14K Hold
328
– – ﹤0.01% 569
2024
Q3 		$2.74K Hold
328
– – ﹤0.01% 586
2024
Q2 		$2.24K Hold
328
– – ﹤0.01% 573
2024
Q1 		$830 Hold
328
– – ﹤0.01% 640
2023
Q4 		$788 Hold
328
– – ﹤0.01% 661
2023
Q3 		$1.12K Buy
+328
New +$1.82K ﹤0.01% 660

Other funds holding EBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return