Jones Financial Companies
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Jones Financial Companies’s Volato Group SOAR Stock Holding History

Jones Financial Companies’s Portfolio SOAR Stock Details SOAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-120
Closed -$209 – 4151
2025
Q1 		$209 Hold
120
– – ﹤0.01% 3591
2024
Q4 		$735 Buy
+120
New +$822 ﹤0.01% 3188

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TRCT
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Jones Financial Companies's SOAR Position: Q2 2025 in Review

Jones Financial Companies sold out of Volato Group (SOAR) in Q2 2025, closing a stake of 120 shares — an estimated $209 sold.

Jones Financial Companies first reported a position in SOAR in Q4 2024 and held it in 2 quarters. The position peaked at $735 in Q4 2024. 10 funds tracked by Wall St. Rank hold SOAR as of Q2 2025.

  • Jones Financial Companies reported no remaining Volato Group position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 120 Volato Group shares in Q2 2025, an estimated $209.
  • Jones Financial Companies first reported a position in Volato Group in Q4 2024 and held it in 2 quarters.
  • Jones Financial Companies's Volato Group position peaked at $735 in Q4 2024.
  • 10 funds tracked by Wall St. Rank held Volato Group as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.