Jones Financial Companies

Jones Financial Companies’s Kyndryl KD Stock Holding History

Jones Financial Companies’s Portfolio KD Stock Details KD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Buy	22,216 +2,100	+10%	+$37K	﹤0.01%	2279
2025 Q4	$534K	Sell	20,116 -6,295	-24%	-$171K	﹤0.01%	1496
2025 Q3	$778K	Buy	26,411 +6,703	+34%	+$230K	﹤0.01%	1221
2025 Q2	$817K	Buy	19,708 +6,792	+53%	+$246K	﹤0.01%	1085
2025 Q1	$405K	Buy	12,916 +7,782	+152%	+$292K	﹤0.01%	1216
2024 Q4	$178K	Buy	5,134 +1,065	+26%	+$31K	﹤0.01%	1405
2024 Q3	$93.6K	Buy	4,069 +1,159	+40%	+$28.3K	﹤0.01%	1428
2024 Q2	$76.6K	Buy	2,910 +2,879	+9,287%	+$69K	﹤0.01%	1128
2024 Q1	$674	Sell	31 -47	-60%	-$999	﹤0.01%	1325
2023 Q4	$1.62K	Buy	78 +49	+169%	+$837	﹤0.01%	927
2023 Q3	$438	Sell	29 -1	-3%	-$15	﹤0.01%	672
2023 Q2	$398	Buy	30 +1	+3%	+$14	﹤0.01%	522
2023 Q1	$428	Sell	29 -29	-50%	-$412	﹤0.01%	562
2022 Q4	$1K	Sell	58 -314	-84%	-$3.16K	﹤0.01%	674
2022 Q3	$3K	Buy	372 +11	+3%	+$114	﹤0.01%	496
2022 Q2	$4K	Sell	361 -590	-62%	-$6.87K	﹤0.01%	558
2022 Q1	$12K	Buy	+951	New	+$14.3K	﹤0.01%	492

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return