Jones Financial Companies
BKV

Jones Financial Companies’s BKV Corp BKV Stock Holding History

Jones Financial Companies’s Portfolio BKV Stock Details BKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.6K Buy
447
+380
+567% +$10.5K ﹤0.01% 3737
2026
Q1 		$2.01K Sell
67
-100
-60% -$2.9K ﹤0.01% 4152
2025
Q4 		$4.53K Buy
167
+150
+882% +$3.77K ﹤0.01% 3543
2025
Q3 		$407 Buy
+17
New +$371 ﹤0.01% 4059

Other funds holding BKV

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jones Financial Companies increased its BKV Corp (BKV) stake by 567% in Q2 2026, buying an estimated $10.5K and bringing the position to 447 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Jones Financial Companies first reported a position in BKV in Q3 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold BKV as of Q2 2026.

  • Jones Financial Companies held 447 shares of BKV Corp worth $11.6K as of Q2 2026.
  • Jones Financial Companies bought 380 BKV Corp shares in Q2 2026, an estimated $10.5K.
  • BKV Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3737 holding.
  • Jones Financial Companies first reported a position in BKV Corp in Q3 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held BKV Corp as of Q2 2026.

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