Jones Financial Companies
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Jones Financial Companies’s Star Group SGU Stock Holding History

Jones Financial Companies’s Portfolio SGU Stock Details SGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.1K Buy
3,239
+100
+3% +$1.27K ﹤0.01% 3027
2025
Q4 		$37.2K Buy
3,139
+800
+34% +$9.47K ﹤0.01% 2664
2025
Q3 		$27.2K Hold
2,339
– – ﹤0.01% 2640
2025
Q2 		$26.6K Hold
2,339
– – ﹤0.01% 2480
2025
Q1 		$31.3K Hold
2,339
– – ﹤0.01% 2246
2024
Q4 		$27K Buy
+2,339
New +$27.5K ﹤0.01% 2123

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Jones Financial Companies's SGU Position: Q1 2026 in Review

Jones Financial Companies increased its Star Group (SGU) stake by 3.2% in Q1 2026, buying an estimated $1.27K and bringing the position to 3,239 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Jones Financial Companies first reported a position in SGU in Q4 2024 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Jones Financial Companies held 3,239 shares of Star Group worth $40.1K as of Q1 2026.
  • Jones Financial Companies bought 100 Star Group shares in Q1 2026, an estimated $1.27K.
  • Star Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3027 holding.
  • Jones Financial Companies first reported a position in Star Group in Q4 2024 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.