Jones Financial Companies
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Jones Financial Companies’s Viking Therapeutics VKTX Stock Holding History

Jones Financial Companies’s Portfolio VKTX Stock Details VKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.18M Sell
31,123
-901
-3% -$29.1K ﹤0.01% 1812
2026
Q1 		$1.04M Sell
32,024
-5,435
-15% -$175K ﹤0.01% 1700
2025
Q4 		$1.32M Sell
37,459
-4,664
-11% -$165K ﹤0.01% 1124
2025
Q3 		$1.08M Sell
42,123
-8,382
-17% -$250K ﹤0.01% 1103
2025
Q2 		$1.34M Buy
50,505
+7,991
+19% +$210K ﹤0.01% 896
2025
Q1 		$1.09M Buy
42,514
+15,629
+58% +$494K ﹤0.01% 823
2024
Q4 		$1.08M Buy
26,885
+6,952
+35% +$396K ﹤0.01% 720
2024
Q3 		$1.23M Buy
19,933
+14,257
+251% +$836K ﹤0.01% 553
2024
Q2 		$301K Buy
+5,676
New +$372K ﹤0.01% 700

Other funds holding VKTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Jones Financial Companies reduced its Viking Therapeutics (VKTX) stake by 2.8% in Q2 2026, selling an estimated $29.1K and leaving 31,123 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Jones Financial Companies first reported a position in VKTX in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q2 2025. 432 funds tracked by Wall St. Rank hold VKTX as of Q2 2026.

  • Jones Financial Companies held 31,123 shares of Viking Therapeutics worth $1.18M as of Q2 2026.
  • Jones Financial Companies sold 901 Viking Therapeutics shares in Q2 2026, an estimated $29.1K.
  • Viking Therapeutics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1812 holding.
  • Jones Financial Companies first reported a position in Viking Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Viking Therapeutics position peaked at $1.34M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Viking Therapeutics as of Q2 2026.

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