Jones Financial Companies
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Jones Financial Companies’s Sunstone Hotel Investors SHO Stock Holding History

Jones Financial Companies’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$963K Sell
80,812
-3,149
-4% -$33.1K ﹤0.01% 1915
2026
Q1 		$751K Buy
83,961
+83,588
+22,410% +$768K ﹤0.01% 1840
2025
Q4 		$3.33K Hold
373
– – ﹤0.01% 3663
2025
Q3 		$3.6K Hold
373
– – ﹤0.01% 3495
2025
Q2 		$3.33K Buy
+373
New +$3.22K ﹤0.01% 3289
2013
Q4 		– Sell
-509
Closed -$6K – 482
2013
Q3 		$6K Hold
509
– – ﹤0.01% 570
2013
Q2 		$6K Buy
+509
New +$6.2K ﹤0.01% 670

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Vanguard Portfolio Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Woodline Partners
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Jones Financial Companies reduced its Sunstone Hotel Investors (SHO) stake by 3.8% in Q2 2026, selling an estimated $33.1K and leaving 80,812 shares worth $963K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Jones Financial Companies first reported a position in SHO in Q2 2013 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Jones Financial Companies held 80,812 shares of Sunstone Hotel Investors worth $963K as of Q2 2026.
  • Jones Financial Companies sold 3,149 Sunstone Hotel Investors shares in Q2 2026, an estimated $33.1K.
  • Sunstone Hotel Investors made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1915 holding.
  • Jones Financial Companies first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 7 quarters since.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

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