Jones Financial Companies
VIK icon

Jones Financial Companies’s Viking Holdings VIK Stock Holding History

Jones Financial Companies’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.3M Buy
544,854
+415,176
+320% +$35.9M 0.02% 377
2026
Q1 		$8.89M Buy
129,678
+117,017
+924% +$8.55M ﹤0.01% 863
2025
Q4 		$904K Buy
12,661
+1,380
+12% +$88.1K ﹤0.01% 1271
2025
Q3 		$680K Buy
11,281
+2,617
+30% +$156K ﹤0.01% 1268
2025
Q2 		$457K Buy
8,664
+1,771
+26% +$78.2K ﹤0.01% 1309
2025
Q1 		$271K Buy
6,893
+1,625
+31% +$74.9K ﹤0.01% 1369
2024
Q4 		$232K Buy
5,268
+2,016
+62% +$85.5K ﹤0.01% 1290
2024
Q3 		$114K Buy
+3,252
New +$111K ﹤0.01% 1350

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Jones Financial Companies increased its Viking Holdings (VIK) stake by 320% in Q2 2026, buying an estimated $35.9M and bringing the position to 544,854 shares worth $56.3M. The position accounts for 0.02% of the portfolio, ranked #377.

Jones Financial Companies first reported a position in VIK in Q3 2024 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

  • Jones Financial Companies held 544,854 shares of Viking Holdings worth $56.3M as of Q2 2026.
  • Jones Financial Companies bought 415,176 Viking Holdings shares in Q2 2026, an estimated $35.9M.
  • Viking Holdings made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #377 holding.
  • Jones Financial Companies first reported a position in Viking Holdings in Q3 2024 and has held it in 8 quarters since.
  • 609 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

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