Jones Financial Companies
KVHI icon

Jones Financial Companies’s KVH Industries KVHI Stock Holding History

Jones Financial Companies’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$679 Hold
79
– – ﹤0.01% 4440
2025
Q4 		$551 Hold
79
– – ﹤0.01% 4141
2025
Q3 		$453 Hold
79
– – ﹤0.01% 4048
2025
Q2 		$416 Hold
79
– – ﹤0.01% 3828
2025
Q1 		$433 Buy
+79
New +$450 ﹤0.01% 3525

Other funds holding KVHI

BDCMI
Black Diamond Capital Management I St. Thomas $136M AUM
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Jones Financial Companies held its KVH Industries (KVHI) position steady in Q1 2026 at 79 shares worth $679. The position accounts for ﹤0.01% of the portfolio, ranked #4440.

Jones Financial Companies first reported a position in KVHI in Q1 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold KVHI as of Q1 2026.

  • Jones Financial Companies held 79 shares of KVH Industries worth $679 as of Q1 2026.
  • Jones Financial Companies left its KVH Industries share count unchanged in Q1 2026.
  • KVH Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #4440 holding.
  • Jones Financial Companies first reported a position in KVH Industries in Q1 2025 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held KVH Industries as of Q1 2026.

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