Jones Financial Companies’s Sigma Lithium SGML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.24K Sell
106
-165
-61% -$2.77K ﹤0.01% 4556
2026
Q1
$2.83K Hold
271
﹤0.01% 4050
2025
Q4
$3.57K Hold
271
﹤0.01% 3638
2025
Q3
$1.91K Buy
271
+71
+36% +$427 ﹤0.01% 3707
2025
Q2
$924 Buy
+200
New +$1.32K ﹤0.01% 3672

Other funds holding SGML

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

Jones Financial Companies reduced its Sigma Lithium (SGML) stake by 61% in Q2 2026, selling an estimated $2.77K and leaving 106 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4556.

Jones Financial Companies first reported a position in SGML in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.57K in Q4 2025. 119 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

  • Jones Financial Companies held 106 shares of Sigma Lithium worth $1.24K as of Q2 2026.
  • Jones Financial Companies sold 165 Sigma Lithium shares in Q2 2026, an estimated $2.77K.
  • Sigma Lithium made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4556 holding.
  • Jones Financial Companies first reported a position in Sigma Lithium in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Sigma Lithium position peaked at $3.57K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

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