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JNBA Financial Advisors’s Ericsson ERIC Stock Holding History

JNBA Financial Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-126
Closed -$1.22K – 843
2025
Q4 		$1.22K Buy
+126
New +$1.19K ﹤0.01% 729
2016
Q4 		– Sell
-6,866
Closed -$50K – 745
2016
Q3 		$50K Buy
+6,866
New +$49.8K 0.01% 538

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JNBA Financial Advisors's ERIC Position: Q1 2026 in Review

JNBA Financial Advisors sold out of Ericsson (ERIC) in Q1 2026, closing a stake of 126 shares — an estimated $1.22K sold.

JNBA Financial Advisors first reported a position in ERIC in Q3 2016 and held it in 2 quarters. The position peaked at $50K in Q3 2016. 377 funds tracked by Wall St. Rank hold ERIC as of Q1 2026.

  • JNBA Financial Advisors reported no remaining Ericsson position as of Q1 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 126 Ericsson shares in Q1 2026, an estimated $1.22K.
  • JNBA Financial Advisors first reported a position in Ericsson in Q3 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's Ericsson position peaked at $50K in Q3 2016.
  • 377 funds tracked by Wall St. Rank held Ericsson as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.