Jones Financial Companies
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Jones Financial Companies’s Baker Hughes BKR Stock Holding History

Jones Financial Companies’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.8M Buy
502,848
+437,465
+669% +$25.3M 0.02% 465
2025
Q4 		$2.98M Buy
65,383
+41,513
+174% +$1.97M ﹤0.01% 820
2025
Q3 		$1.2M Buy
23,870
+11,929
+100% +$526K ﹤0.01% 1065
2025
Q2 		$455K Buy
11,941
+511
+4% +$19.3K ﹤0.01% 1312
2025
Q1 		$493K Buy
11,430
+2,361
+26% +$105K ﹤0.01% 1130
2024
Q4 		$372K Buy
9,069
+5,362
+145% +$216K ﹤0.01% 1106
2024
Q3 		$134K Buy
3,707
+1,113
+43% +$39.1K ﹤0.01% 1293
2024
Q2 		$91.2K Buy
2,594
+2,593
+259,300% +$85K ﹤0.01% 1079
2024
Q1 		$34 Sell
1
-70
-99% -$2.16K ﹤0.01% 1357
2023
Q4 		$2.43K Buy
71
+45
+173% +$1.53K ﹤0.01% 886
2023
Q3 		$918 Buy
+26
New +$920 ﹤0.01% 639

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Jones Financial Companies increased its Baker Hughes (BKR) stake by 669% in Q1 2026, buying an estimated $25.3M and bringing the position to 502,848 shares worth $31.8M. The position accounts for 0.02% of the portfolio, ranked #465.

Jones Financial Companies first reported a position in BKR in Q3 2023 and has held it in 11 quarters since. 1,150 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • Jones Financial Companies held 502,848 shares of Baker Hughes worth $31.8M as of Q1 2026.
  • Jones Financial Companies bought 437,465 Baker Hughes shares in Q1 2026, an estimated $25.3M.
  • Baker Hughes made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #465 holding.
  • Jones Financial Companies first reported a position in Baker Hughes in Q3 2023 and has held it in 11 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

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