Jones Financial Companies
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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
Q2 		$23.6M Buy
278,896
+130,082
+87% +$13M 0.01% 625
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jones Financial Companies increased its Rocket Lab Corp (RKLB) stake by 87% in Q2 2026, buying an estimated $13M and bringing the position to 278,896 shares worth $23.6M. The position accounts for 0.01% of the portfolio, ranked #625.

Jones Financial Companies first reported a position in RKLB in Q1 2024 and has held it in 9 quarters since. 1,130 funds tracked by Wall St. Rank hold RKLB as of Q2 2026.

  • Jones Financial Companies held 278,896 shares of Rocket Lab Corp worth $23.6M as of Q2 2026.
  • Jones Financial Companies bought 130,082 Rocket Lab Corp shares in Q2 2026, an estimated $13M.
  • Rocket Lab Corp made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #625 holding.
  • Jones Financial Companies first reported a position in Rocket Lab Corp in Q1 2024 and has held it in 9 quarters since.
  • 1,130 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2026.

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