Jones Financial Companies
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Jones Financial Companies’s Ocugen OCGN Stock Holding History

Jones Financial Companies’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.4K Buy
+2,888
New +$4.99K ﹤0.01% 3803
2025
Q4 		– Sell
-475
Closed -$694 – 4543
2025
Q3 		$694 Buy
+475
New +$526 ﹤0.01% 3975

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Jones Financial Companies opened a new position in Ocugen (OCGN) in Q1 2026: 2,888 shares worth $5.4K. The stake represents ﹤0.01% of the portfolio and ranks #3803 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in OCGN as recently as Q3 2025.

Jones Financial Companies first reported a position in OCGN in Q3 2025 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • Jones Financial Companies held 2,888 shares of Ocugen worth $5.4K as of Q1 2026.
  • Ocugen was a new Jones Financial Companies position in Q1 2026.
  • Ocugen made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3803 holding.
  • Jones Financial Companies first reported a position in Ocugen in Q3 2025 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

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