Jones Financial Companies
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Jones Financial Companies’s Axogen AXGN Stock Holding History

Jones Financial Companies’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.1K Buy
514
+181
+54% +$7.3K ﹤0.01% 3442
2026
Q1 		$10.4K Sell
333
-14
-4% -$455 ﹤0.01% 3561
2025
Q4 		$11.4K Sell
347
-58
-14% -$1.43K ﹤0.01% 3166
2025
Q3 		$6.95K Buy
405
+50
+14% +$725 ﹤0.01% 3222
2025
Q2 		$3.73K Buy
355
+200
+129% +$2.62K ﹤0.01% 3240
2025
Q1 		$2.85K Buy
155
+145
+1,450% +$2.62K ﹤0.01% 3153
2024
Q4 		$165 Buy
+10
New +$142 ﹤0.01% 3327

Other funds holding AXGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

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

Jones Financial Companies increased its Axogen (AXGN) stake by 54% in Q2 2026, buying an estimated $7.3K and bringing the position to 514 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3442.

Jones Financial Companies first reported a position in AXGN in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold AXGN as of Q2 2026.

  • Jones Financial Companies held 514 shares of Axogen worth $23.1K as of Q2 2026.
  • Jones Financial Companies bought 181 Axogen shares in Q2 2026, an estimated $7.3K.
  • Axogen made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3442 holding.
  • Jones Financial Companies first reported a position in Axogen in Q4 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held Axogen as of Q2 2026.

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