Jones Financial Companies
ICON

Jones Financial Companies’s Icon Energy ICON Stock Holding History

Jones Financial Companies’s Portfolio ICON Stock Details ICON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-430
Closed -$1.44K – 4940
2025
Q4 		$1.44K Hold
430
– – ﹤0.01% 3926
2025
Q3 		$4.37K Buy
430
+18
+4% +$212 ﹤0.01% 3409
2025
Q2 		$4.63K Buy
+412
New +$4.06K ﹤0.01% 3156

Other funds holding ICON

YAG
Yorkville Advisors Global Mountainside, New Jersey $86.2M AUM 41.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

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

Jones Financial Companies sold out of Icon Energy (ICON) in Q1 2026, closing a stake of 430 shares — an estimated $1.44K sold.

Jones Financial Companies first reported a position in ICON in Q2 2025 and held it in 3 quarters. The position peaked at $4.63K in Q2 2025. 6 funds tracked by Wall St. Rank hold ICON as of Q1 2026.

  • Jones Financial Companies reported no remaining Icon Energy position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 430 Icon Energy shares in Q1 2026, an estimated $1.44K.
  • Jones Financial Companies first reported a position in Icon Energy in Q2 2025 and held it in 3 quarters.
  • Jones Financial Companies's Icon Energy position peaked at $4.63K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Icon Energy as of Q1 2026.

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