Jones Financial Companies
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Jones Financial Companies’s Sovereign's Capital Flourish Fund SOVF Stock Holding History

Jones Financial Companies’s Portfolio SOVF Stock Details SOVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$201K Buy
7,594
+3,423
+82% +$98.3K ﹤0.01% 2408
2025
Q4 		$122K Buy
+4,171
New +$121K ﹤0.01% 2141

Other funds holding SOVF

CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

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

Jones Financial Companies increased its Sovereign's Capital Flourish Fund (SOVF) stake by 82% in Q1 2026, buying an estimated $98.3K and bringing the position to 7,594 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Jones Financial Companies first reported a position in SOVF in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold SOVF as of Q1 2026.

  • Jones Financial Companies held 7,594 shares of Sovereign's Capital Flourish Fund worth $201K as of Q1 2026.
  • Jones Financial Companies bought 3,423 Sovereign's Capital Flourish Fund shares in Q1 2026, an estimated $98.3K.
  • Sovereign's Capital Flourish Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2408 holding.
  • Jones Financial Companies first reported a position in Sovereign's Capital Flourish Fund in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Sovereign's Capital Flourish Fund as of Q1 2026.

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