Jones Financial Companies
WEST icon

Jones Financial Companies’s Westrock Coffee WEST Stock Holding History

Jones Financial Companies’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.8K Hold
3,778
– – ﹤0.01% 3424
2025
Q4 		$15.4K Sell
3,778
-1,040
-22% -$4.55K ﹤0.01% 3039
2025
Q3 		$22.5K Hold
4,818
– – ﹤0.01% 2737
2025
Q2 		$28.7K Buy
4,818
+2,868
+147% +$18.5K ﹤0.01% 2450
2025
Q1 		$13.8K Buy
1,950
+100
+5% +$655 ﹤0.01% 2573
2024
Q4 		$11.9K Buy
1,850
+1,350
+270% +$9.27K ﹤0.01% 2456
2024
Q3 		$3.33K Buy
+500
New +$4.4K ﹤0.01% 2552

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $239M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.12B AUM 1.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return