Jones Financial Companies
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Jones Financial Companies’s Kodiak Sciences KOD Stock Holding History

Jones Financial Companies’s Portfolio KOD Stock Details KOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-420
Closed -$11.7K – 4838
2025
Q4 		$11.7K Sell
420
-155
-27% -$3.17K ﹤0.01% 3149
2025
Q3 		$9.09K Buy
+575
New +$4.96K ﹤0.01% 3119

Other funds holding KOD

BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

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

Jones Financial Companies sold out of Kodiak Sciences (KOD) in Q1 2026, closing a stake of 420 shares — an estimated $11.7K sold.

Jones Financial Companies first reported a position in KOD in Q3 2025 and held it in 2 quarters. The position peaked at $11.7K in Q4 2025. 188 funds tracked by Wall St. Rank hold KOD as of Q1 2026.

  • Jones Financial Companies reported no remaining Kodiak Sciences position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 420 Kodiak Sciences shares in Q1 2026, an estimated $11.7K.
  • Jones Financial Companies first reported a position in Kodiak Sciences in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Kodiak Sciences position peaked at $11.7K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Kodiak Sciences as of Q1 2026.

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