Jones Financial Companies
NAGE

Jones Financial Companies’s Niagen Bioscience NAGE Stock Holding History

Jones Financial Companies’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71K Sell
500
-1,876
-79% -$7.61K ﹤0.01% 4471
2026
Q1 		$9.98K Sell
2,376
-3,853
-62% -$20.8K ﹤0.01% 3575
2025
Q4 		$39.6K Sell
6,229
-7,501
-55% -$52.2K ﹤0.01% 2640
2025
Q3 		$134K Sell
13,730
-11,237
-45% -$113K ﹤0.01% 1953
2025
Q2 		$355K Buy
+24,967
New +$247K ﹤0.01% 1418

Other funds holding NAGE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Jones Financial Companies reduced its Niagen Bioscience (NAGE) stake by 79% in Q2 2026, selling an estimated $7.61K and leaving 500 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #4471.

Jones Financial Companies first reported a position in NAGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $355K in Q2 2025. 140 funds tracked by Wall St. Rank hold NAGE as of Q2 2026.

  • Jones Financial Companies held 500 shares of Niagen Bioscience worth $1.71K as of Q2 2026.
  • Jones Financial Companies sold 1,876 Niagen Bioscience shares in Q2 2026, an estimated $7.61K.
  • Niagen Bioscience made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4471 holding.
  • Jones Financial Companies first reported a position in Niagen Bioscience in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Niagen Bioscience position peaked at $355K in Q2 2025.
  • 140 funds tracked by Wall St. Rank held Niagen Bioscience as of Q2 2026.

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