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
Q2 		– Sell
-200
Closed -$1.42K – 5087
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 $291M AUM 49.45% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jones Financial Companies's KPLT Position: Q2 2026 in Review

Jones Financial Companies sold out of Katapult Holdings (KPLT) in Q2 2026, closing a stake of 200 shares — an estimated $1.42K sold.

Jones Financial Companies first reported a position in KPLT in Q4 2025 and held it in 2 quarters. The position peaked at $1.42K in Q1 2026. 26 funds tracked by Wall St. Rank hold KPLT as of Q2 2026.

  • Jones Financial Companies reported no remaining Katapult Holdings position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 200 Katapult Holdings shares in Q2 2026, an estimated $1.42K.
  • Jones Financial Companies first reported a position in Katapult Holdings in Q4 2025 and held it in 2 quarters.
  • Jones Financial Companies's Katapult Holdings position peaked at $1.42K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Katapult Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.