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
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 $208M AUM
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

Jones Financial Companies held its Sound Group (SOGP) position steady in Q1 2026 at 850 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Jones Financial Companies first reported a position in SOGP in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q3 2025. 12 funds tracked by Wall St. Rank hold SOGP as of Q1 2026.

  • Jones Financial Companies held 850 shares of Sound Group worth $14.2K as of Q1 2026.
  • Jones Financial Companies left its Sound Group share count unchanged in Q1 2026.
  • Sound Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3437 holding.
  • Jones Financial Companies first reported a position in Sound Group in Q2 2025 and has held it in 4 quarters since.
  • Jones Financial Companies's Sound Group position peaked at $18.2K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Sound Group as of Q1 2026.

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