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
Q2 		$75.2M Buy
1,329,237
+826,389
+164% +$52.2M 0.03% 306
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jones Financial Companies's BKR Position: Q2 2026 in Review

Jones Financial Companies increased its Baker Hughes (BKR) stake by 164% in Q2 2026, buying an estimated $52.2M and bringing the position to 1,329,237 shares worth $75.2M. The position accounts for 0.03% of the portfolio, ranked #306.

Jones Financial Companies first reported a position in BKR in Q3 2023 and has held it in 12 quarters since. 1,153 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Jones Financial Companies held 1,329,237 shares of Baker Hughes worth $75.2M as of Q2 2026.
  • Jones Financial Companies bought 826,389 Baker Hughes shares in Q2 2026, an estimated $52.2M.
  • Baker Hughes made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #306 holding.
  • Jones Financial Companies first reported a position in Baker Hughes in Q3 2023 and has held it in 12 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.