Jones Financial Companies
STR

Jones Financial Companies’s Sitio Royalties STR Stock Holding History

Jones Financial Companies’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-964
Closed -$17.8K – 4365
2025
Q2 		$17.8K Buy
964
+43
+5% +$771 ﹤0.01% 2650
2025
Q1 		$18.6K Buy
921
+288
+45% +$5.83K ﹤0.01% 2466
2024
Q4 		$12.1K Buy
633
+7
+1% +$156 ﹤0.01% 2448
2024
Q3 		$13K Buy
+626
New +$14.2K ﹤0.01% 2122

Other funds holding STR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jones Financial Companies's STR Position: Q3 2025 in Review

Jones Financial Companies sold out of Sitio Royalties (STR) in Q3 2025, closing a stake of 964 shares — an estimated $17.8K sold.

Jones Financial Companies first reported a position in STR in Q3 2024 and held it in 4 quarters. The position peaked at $18.6K in Q1 2025. 2 funds tracked by Wall St. Rank hold STR as of Q3 2025.

  • Jones Financial Companies reported no remaining Sitio Royalties position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 964 Sitio Royalties shares in Q3 2025, an estimated $17.8K.
  • Jones Financial Companies first reported a position in Sitio Royalties in Q3 2024 and held it in 4 quarters.
  • Jones Financial Companies's Sitio Royalties position peaked at $18.6K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Sitio Royalties as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.