Jones Financial Companies
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Jones Financial Companies’s Sun Communities SUI Stock Holding History

Jones Financial Companies’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82M Buy
14,521
+10,399
+252% +$1.34M ﹤0.01% 1470
2025
Q4 		$511K Buy
4,122
+861
+26% +$108K ﹤0.01% 1510
2025
Q3 		$420K Buy
3,261
+182
+6% +$23K ﹤0.01% 1463
2025
Q2 		$390K Buy
3,079
+983
+47% +$122K ﹤0.01% 1378
2025
Q1 		$273K Buy
2,096
+255
+14% +$32.6K ﹤0.01% 1365
2024
Q4 		$226K Buy
1,841
+629
+52% +$80.5K ﹤0.01% 1300
2024
Q3 		$165K Buy
1,212
+619
+104% +$81.4K ﹤0.01% 1204
2024
Q2 		$71.4K Buy
593
+478
+416% +$56.8K ﹤0.01% 1147
2024
Q1 		$14.8K Buy
115
+68
+145% +$8.83K ﹤0.01% 978
2023
Q4 		$6.28K Buy
47
+34
+262% +$4.09K ﹤0.01% 735
2023
Q3 		$1.54K Buy
+13
New +$1.65K ﹤0.01% 589
2023
Q1 		– Sell
-32
Closed -$5K – 763
2022
Q4 		$5K Buy
+32
New +$4.37K ﹤0.01% 552
2022
Q3 		– Sell
-83
Closed -$13K – 726
2022
Q2 		$13K Buy
83
+39
+89% +$6.54K ﹤0.01% 450
2022
Q1 		$8K Buy
+44
New +$8.18K ﹤0.01% 534
2021
Q2 		– Sell
-24
Closed -$4K – 781
2021
Q1 		$4K Sell
24
-6
-20% -$886 ﹤0.01% 677
2020
Q4 		$5K Buy
+30
New +$4.34K ﹤0.01% 510
2013
Q4 		– Sell
-309
Closed -$13K – 497
2013
Q3 		$13K Hold
309
– – ﹤0.01% 484
2013
Q2 		$15K Buy
+309
New +$15.6K ﹤0.01% 525

Other funds holding SUI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jones Financial Companies increased its Sun Communities (SUI) stake by 252% in Q1 2026, buying an estimated $1.34M and bringing the position to 14,521 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Jones Financial Companies first reported a position in SUI in Q2 2013 and has held it in 18 quarters since. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Jones Financial Companies held 14,521 shares of Sun Communities worth $1.82M as of Q1 2026.
  • Jones Financial Companies bought 10,399 Sun Communities shares in Q1 2026, an estimated $1.34M.
  • Sun Communities made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1470 holding.
  • Jones Financial Companies first reported a position in Sun Communities in Q2 2013 and has held it in 18 quarters since.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

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