Jones Financial Companies
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Jones Financial Companies’s Kodiak Gas Services KGS Stock Holding History

Jones Financial Companies’s Portfolio KGS Stock Details KGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$137K Buy
2,337
+750
+47% +$36.4K ﹤0.01% 2542
2025
Q4 		$59.4K Sell
1,587
-8
-0.5% -$283 ﹤0.01% 2440
2025
Q3 		$59.6K Buy
1,595
+1,383
+652% +$46.6K ﹤0.01% 2297
2025
Q2 		$7.21K Sell
212
-40
-16% -$1.38K ﹤0.01% 2997
2025
Q1 		$9.48K Buy
252
+216
+600% +$9.21K ﹤0.01% 2731
2024
Q4 		$1.47K Buy
+36
New +$1.3K ﹤0.01% 3075

Other funds holding KGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jones Financial Companies increased its Kodiak Gas Services (KGS) stake by 47% in Q1 2026, buying an estimated $36.4K and bringing the position to 2,337 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #2542.

Jones Financial Companies first reported a position in KGS in Q4 2024 and has held it in 6 quarters since. 326 funds tracked by Wall St. Rank hold KGS as of Q1 2026.

  • Jones Financial Companies held 2,337 shares of Kodiak Gas Services worth $137K as of Q1 2026.
  • Jones Financial Companies bought 750 Kodiak Gas Services shares in Q1 2026, an estimated $36.4K.
  • Kodiak Gas Services made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2542 holding.
  • Jones Financial Companies first reported a position in Kodiak Gas Services in Q4 2024 and has held it in 6 quarters since.
  • 326 funds tracked by Wall St. Rank held Kodiak Gas Services as of Q1 2026.

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