Jones Financial Companies’s NervGen Pharma NGEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.66K	Buy	+1,000	New	+$4.33K	﹤0.01%	3957

Other funds holding NGEN

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

VFIC

Valley Forge Investment Consultants Audubon, Pennsylvania $334M AUM 17.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jones Financial Companies opened a new position in NervGen Pharma (NGEN) in Q1 2026: 1,000 shares worth $3.66K. The stake represents ﹤0.01% of the portfolio and ranks #3957 among its holdings.

45 funds tracked by Wall St. Rank hold NGEN as of Q1 2026.

Jones Financial Companies held 1,000 shares of NervGen Pharma worth $3.66K as of Q1 2026.
NervGen Pharma was a new Jones Financial Companies position in Q1 2026.
NervGen Pharma made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3957 holding.
45 funds tracked by Wall St. Rank held NervGen Pharma as of Q1 2026.

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