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Jones Kertz & Associates’s Biogen BIIB Stock Holding History

Jones Kertz & Associates’s Portfolio BIIB Stock Details BIIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$792K Sell
3,666
-565
-13% -$108K 0.37% 52
2026
Q1 		$776K Sell
4,231
-260
-6% -$47.9K 0.41% 53
2025
Q4 		$790K Buy
+4,491
New +$734K 0.41% 52

Other funds holding BIIB

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jones Kertz & Associates's BIIB Position: Q2 2026 in Review

Jones Kertz & Associates reduced its Biogen (BIIB) stake by 13% in Q2 2026, selling an estimated $108K and leaving 3,666 shares worth $792K. The position accounts for 0.37% of the portfolio, ranked #52.

Jones Kertz & Associates first reported a position in BIIB in Q4 2025 and has held it in 3 quarters since. 525 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Jones Kertz & Associates held 3,666 shares of Biogen worth $792K as of Q2 2026.
  • Jones Kertz & Associates sold 565 Biogen shares in Q2 2026, an estimated $108K.
  • Biogen made up 0.37% of Jones Kertz & Associates's portfolio in Q2 2026, its #52 holding.
  • Jones Kertz & Associates first reported a position in Biogen in Q4 2025 and has held it in 3 quarters since.
  • 525 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.