Jones Financial Companies
ULY

Jones Financial Companies’s Urgent.ly ULY Stock Holding History

Jones Financial Companies’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,000
Closed -$2.92K – 4926
2025
Q4 		$2.92K Buy
+1,000
New +$2.51K ﹤0.01% 3706

Other funds holding ULY

OBAM
ODDO BHF Asset Management Paris, France $2.54B AUM 41.83% 1-Year Est. Return
MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

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

Jones Financial Companies sold out of Urgent.ly (ULY) in Q1 2026, closing a stake of 1,000 shares — an estimated $2.92K sold.

Jones Financial Companies first reported a position in ULY in Q4 2025 and held it in 1 quarter. The position peaked at $2.92K in Q4 2025. 5 funds tracked by Wall St. Rank hold ULY as of Q1 2026.

  • Jones Financial Companies reported no remaining Urgent.ly position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,000 Urgent.ly shares in Q1 2026, an estimated $2.92K.
  • Jones Financial Companies first reported a position in Urgent.ly in Q4 2025 and held it in 1 quarter.
  • Jones Financial Companies's Urgent.ly position peaked at $2.92K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held Urgent.ly as of Q1 2026.

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