Jones Financial Companies’s Forge Global Holdings FRGE Stock Holding History

Jones Financial Companies’s Portfolio FRGE Stock Details FRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-250	Closed	-$11.1K	–	4800
2025 Q4	$11.1K	Buy	+250	New	+$8.45K	﹤0.01%	3172

Other funds holding FRGE

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jones Financial Companies sold out of Forge Global Holdings (FRGE) in Q1 2026, closing a stake of 250 shares — an estimated $11.1K sold.

Jones Financial Companies first reported a position in FRGE in Q4 2025 and held it in 1 quarter. The position peaked at $11.1K in Q4 2025. 1 fund tracked by Wall St. Rank holds FRGE as of Q1 2026.

Jones Financial Companies reported no remaining Forge Global Holdings position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 250 Forge Global Holdings shares in Q1 2026, an estimated $11.1K.
Jones Financial Companies first reported a position in Forge Global Holdings in Q4 2025 and held it in 1 quarter.
Jones Financial Companies's Forge Global Holdings position peaked at $11.1K in Q4 2025.
1 fund tracked by Wall St. Rank held Forge Global Holdings as of Q1 2026.

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