Jones Financial Companies
SUM

Jones Financial Companies’s Summit Materials, Inc. Class A Common Stock SUM Stock Holding History

Jones Financial Companies’s Portfolio SUM Stock Details SUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-549
Closed -$27.8K – 3896
2024
Q4 		$27.8K Hold
549
– – ﹤0.01% 2112
2024
Q3 		$21.3K Sell
549
-61
-10% -$2.35K ﹤0.01% 1939
2024
Q2 		$22.3K Hold
610
– – ﹤0.01% 1507
2024
Q1 		$27.2K Buy
+610
New +$24.1K ﹤0.01% 842

Other funds holding SUM

SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
WAM
WFA Asset Management Whitefish Bay, Wisconsin $184M AUM 12.29% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jones Financial Companies's SUM Position: Q1 2025 in Review

Jones Financial Companies sold out of Summit Materials, Inc. Class A Common Stock (SUM) in Q1 2025, closing a stake of 549 shares — an estimated $27.8K sold.

Jones Financial Companies first reported a position in SUM in Q1 2024 and held it in 4 quarters. The position peaked at $27.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold SUM as of Q1 2025.

  • Jones Financial Companies reported no remaining Summit Materials, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 549 Summit Materials, Inc. Class A Common Stock shares in Q1 2025, an estimated $27.8K.
  • Jones Financial Companies first reported a position in Summit Materials, Inc. Class A Common Stock in Q1 2024 and held it in 4 quarters.
  • Jones Financial Companies's Summit Materials, Inc. Class A Common Stock position peaked at $27.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Summit Materials, Inc. Class A Common Stock as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.