Jones Financial Companies
STKL

Jones Financial Companies’s SunOpta STKL Stock Holding History

Jones Financial Companies’s Portfolio STKL Stock Details STKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,904
Closed -$12.3K – 5156
2026
Q1 		$12.3K Buy
+1,904
New +$10.8K ﹤0.01% 3498
2025
Q4 		– Sell
-500
Closed -$2.94K – 4589
2025
Q3 		$2.94K Hold
500
– – ﹤0.01% 3565
2025
Q2 		$2.94K Sell
500
-2,525
-83% -$13.3K ﹤0.01% 3335
2025
Q1 		$14.7K Buy
3,025
+2,525
+505% +$16.8K ﹤0.01% 2546
2024
Q4 		$3.85K Hold
500
– – ﹤0.01% 2830
2024
Q3 		$3.26K Sell
500
-258
-34% -$1.51K ﹤0.01% 2557
2024
Q2 		$4.09K Buy
+758
New +$4.45K ﹤0.01% 1986

Other funds holding STKL

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Jones Financial Companies sold out of SunOpta (STKL) in Q2 2026, closing a stake of 1,904 shares — an estimated $12.3K sold.

Jones Financial Companies first reported a position in STKL in Q2 2024 and held it in 7 quarters. The position peaked at $14.7K in Q1 2025. 3 funds tracked by Wall St. Rank hold STKL as of Q2 2026.

  • Jones Financial Companies reported no remaining SunOpta position as of Q2 2026 after selling out during the quarter.
  • Jones Financial Companies sold 1,904 SunOpta shares in Q2 2026, an estimated $12.3K.
  • Jones Financial Companies first reported a position in SunOpta in Q2 2024 and held it in 7 quarters.
  • Jones Financial Companies's SunOpta position peaked at $14.7K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held SunOpta as of Q2 2026.

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