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
Q2 		$35.5K Hold
3,778
– – ﹤0.01% 3270
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 $297M AUM
SG
Stephens Group Little Rock, Arkansas $204M AUM 38.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

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

Jones Financial Companies held its Westrock Coffee (WEST) position steady in Q2 2026 at 3,778 shares worth $35.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Jones Financial Companies first reported a position in WEST in Q3 2024 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Jones Financial Companies held 3,778 shares of Westrock Coffee worth $35.5K as of Q2 2026.
  • Jones Financial Companies left its Westrock Coffee share count unchanged in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3270 holding.
  • Jones Financial Companies first reported a position in Westrock Coffee in Q3 2024 and has held it in 8 quarters since.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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