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
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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Bank of America
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Blackstone Inc
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VCM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Jones Financial Companies increased its Sunstone Hotel Investors (SHO) stake by 22,410% in Q1 2026, buying an estimated $768K and bringing the position to 83,961 shares worth $751K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Jones Financial Companies first reported a position in SHO in Q2 2013 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Jones Financial Companies held 83,961 shares of Sunstone Hotel Investors worth $751K as of Q1 2026.
  • Jones Financial Companies bought 83,588 Sunstone Hotel Investors shares in Q1 2026, an estimated $768K.
  • Sunstone Hotel Investors made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1840 holding.
  • Jones Financial Companies first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 6 quarters since.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

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