Jones Financial Companies
KG

Jones Financial Companies’s Kestrel Group KG Stock Holding History

Jones Financial Companies’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$794 Hold
75
– – ﹤0.01% 4405
2025
Q4 		$768 Buy
+75
New +$1.35K ﹤0.01% 4077

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WCM
Whitefort Capital Management New York $339M AUM 52.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

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

Jones Financial Companies held its Kestrel Group (KG) position steady in Q1 2026 at 75 shares worth $794. The position accounts for ﹤0.01% of the portfolio, ranked #4405.

Jones Financial Companies first reported a position in KG in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold KG as of Q1 2026.

  • Jones Financial Companies held 75 shares of Kestrel Group worth $794 as of Q1 2026.
  • Jones Financial Companies left its Kestrel Group share count unchanged in Q1 2026.
  • Kestrel Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4405 holding.
  • Jones Financial Companies first reported a position in Kestrel Group in Q4 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2026.

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