Jones Financial Companies
SOGP

Jones Financial Companies’s Sound Group SOGP Stock Holding History

Jones Financial Companies’s Portfolio SOGP Stock Details SOGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59K Sell
318
-532
-63% -$7.5K ﹤0.01% 4247
2026
Q1 		$14.2K Hold
850
– – ﹤0.01% 3437
2025
Q4 		$9.88K Sell
850
-50
-6% -$705 ﹤0.01% 3224
2025
Q3 		$18.2K Sell
900
-220
-20% -$2.42K ﹤0.01% 2845
2025
Q2 		$4.82K Buy
+1,120
New +$2.17K ﹤0.01% 3145

Other funds holding SOGP

MIP
Ma Investment Partnership Hillsborough, California $561M AUM
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Jones Financial Companies reduced its Sound Group (SOGP) stake by 63% in Q2 2026, selling an estimated $7.5K and leaving 318 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

Jones Financial Companies first reported a position in SOGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.2K in Q3 2025. 11 funds tracked by Wall St. Rank hold SOGP as of Q2 2026.

  • Jones Financial Companies held 318 shares of Sound Group worth $3.59K as of Q2 2026.
  • Jones Financial Companies sold 532 Sound Group shares in Q2 2026, an estimated $7.5K.
  • Sound Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4247 holding.
  • Jones Financial Companies first reported a position in Sound Group in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's Sound Group position peaked at $18.2K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Sound Group as of Q2 2026.

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