Jones Financial Companies
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Jones Financial Companies’s Smith Douglas Homes SDHC Stock Holding History

Jones Financial Companies’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.96K Buy
408
+158
+63% +$2.1K ﹤0.01% 4019
2026
Q1 		$3K Hold
250
– – ﹤0.01% 4032
2025
Q4 		$4.19K Hold
250
– – ﹤0.01% 3569
2025
Q3 		$4.57K Buy
250
+175
+233% +$3.42K ﹤0.01% 3396
2025
Q2 		$1.46K Buy
+75
New +$1.42K ﹤0.01% 3561
2025
Q1 		– Sell
-42
Closed -$1.08K – 3843
2024
Q4 		$1.08K Hold
42
– – ﹤0.01% 3120
2024
Q3 		$1.55K Buy
+42
New +$1.35K ﹤0.01% 2730

Other funds holding SDHC

CM
Conifer Management New York $607M AUM 29.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

Jones Financial Companies increased its Smith Douglas Homes (SDHC) stake by 63% in Q2 2026, buying an estimated $2.1K and bringing the position to 408 shares worth $5.96K. The position accounts for ﹤0.01% of the portfolio, ranked #4019.

Jones Financial Companies first reported a position in SDHC in Q3 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

  • Jones Financial Companies held 408 shares of Smith Douglas Homes worth $5.96K as of Q2 2026.
  • Jones Financial Companies bought 158 Smith Douglas Homes shares in Q2 2026, an estimated $2.1K.
  • Smith Douglas Homes made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4019 holding.
  • Jones Financial Companies first reported a position in Smith Douglas Homes in Q3 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

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