Jones Financial Companies
SUI icon

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
Q2 		$13.3M Buy
109,345
+94,824
+653% +$11.9M 0.01% 816
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Jones Financial Companies increased its Sun Communities (SUI) stake by 653% in Q2 2026, buying an estimated $11.9M and bringing the position to 109,345 shares worth $13.3M. The position accounts for 0.01% of the portfolio, ranked #816.

Jones Financial Companies first reported a position in SUI in Q2 2013 and has held it in 19 quarters since. 532 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

  • Jones Financial Companies held 109,345 shares of Sun Communities worth $13.3M as of Q2 2026.
  • Jones Financial Companies bought 94,824 Sun Communities shares in Q2 2026, an estimated $11.9M.
  • Sun Communities made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #816 holding.
  • Jones Financial Companies first reported a position in Sun Communities in Q2 2013 and has held it in 19 quarters since.
  • 532 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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