Jones Financial Companies
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Jones Financial Companies’s Katapult Holdings KPLT Stock Holding History

Jones Financial Companies’s Portfolio KPLT Stock Details KPLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.42K Hold
200
– – ﹤0.01% 4251
2025
Q4 		$1.29K Buy
+200
New +$1.79K ﹤0.01% 3957

Other funds holding KPLT

IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
OCP
OCO Capital Partners New York $408M AUM 141.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Jones Financial Companies held its Katapult Holdings (KPLT) position steady in Q1 2026 at 200 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4251.

Jones Financial Companies first reported a position in KPLT in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold KPLT as of Q1 2026.

  • Jones Financial Companies held 200 shares of Katapult Holdings worth $1.42K as of Q1 2026.
  • Jones Financial Companies left its Katapult Holdings share count unchanged in Q1 2026.
  • Katapult Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4251 holding.
  • Jones Financial Companies first reported a position in Katapult Holdings in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Katapult Holdings as of Q1 2026.

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