Jones Financial Companies
RKLB icon

Jones Financial Companies’s Rocket Lab Corp RKLB Stock Holding History

Jones Financial Companies’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.07M Buy
148,814
+56,781
+62% +$4.28M ﹤0.01% 862
2025
Q4 		$6.42M Buy
92,033
+44,343
+93% +$2.54M ﹤0.01% 566
2025
Q3 		$2.21M Buy
47,690
+26,225
+122% +$1.19M ﹤0.01% 815
2025
Q2 		$759K Buy
21,465
+2,613
+14% +$64K ﹤0.01% 1117
2025
Q1 		$351K Buy
18,852
+8,614
+84% +$206K ﹤0.01% 1270
2024
Q4 		$261K Buy
10,238
+8,378
+450% +$147K ﹤0.01% 1238
2024
Q3 		$18.2K Buy
+1,860
New +$11.3K ﹤0.01% 1982
2024
Q2 		– Sell
-3,459
Closed -$14.2K – 2443
2024
Q1 		$14.2K Buy
+3,459
New +$16K ﹤0.01% 988

Other funds holding RKLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM