Cross-Sector entity

Jones Financial Companies Lllp

Company
5

Activest Wealth Management is the most frequent co-covered peer, appearing in 2 of the 2 tracked stories. markets accounts for 1 of the 2 tracked stories, while 1 other category carries the remainder. Each carries 2 original sources on average.

2 verified stories tracked

Last mentioned: Aug 17, 2026

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Recent coverage · Jones Financial Companies Lllp

2 stories
5 avg impact
0% positive
0% negative
  • 100% neutral

Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.

What the coverage shows about Jones Financial Companies Lllp

Activest Wealth Management is the most frequent co-covered peer, appearing in 2 of the 2 tracked stories. markets accounts for 1 of the 2 tracked stories, while 1 other category carries the remainder. Each carries 2 original sources on average. We currently track 2 Cross-Sector stories that mention Jones Financial Companies Lllp, all published on August 17, 2026.

Stories tracked
2
Sources per story
2

Computed from the 2 stories linked to this entity. Beat comparisons are omitted because no baseline was available for this window.

Coverage cohort

Appears alongside

Other entities that clear the same relevance threshold in stories also covering Jones Financial Companies Lllp. Shared-story counts are live from our verified record — not editorial picks.

Timeline

  1. STE trading level

    STERIS shares opened at $232.88, within a 52-week range of $195.14 to $269.44.

  2. Director Breeden insider sale

    STERIS director Richard C. Breeden sold 1,481 shares at an average price of $209.51, totaling $310,284.31 — a 3.66% reduction leaving 38,964 shares directly owned.

  3. Q2 2026 new positions

    Stoneridge Investment Partners initiated a new 4,497-share stake valued at $1,027,000. Elevation Wealth Partners raised its stake 1,130% to 123 shares ($26,000).

  4. Q1 2026 institutional accumulation

    Goldman Sachs lifted its position 32.3% to 242,732 shares ($55.0M). Jane Street increased 38.9% to 20,716 shares ($4.7M). Woodline Partners grew 40.0% to 8,300 shares ($1.88M). Jones Financial raised 46.1%. Empowered Funds added 16.1%. Geneos Wealth grew 416.0%. Western Wealth opened a new $25,000 stake.

  5. Q4 2025 13F filings

    Activest Wealth Management raised its STERIS stake 423.8% to 110 shares ($28,000), and Measured Wealth Private Client Group opened a new position valued at about $28,000.

Stories mentioning Jones Financial Companies Lllp 2

Healthcare medical devices Neutral 5

STERIS Institutional Ownership Hits 94.69% on 32.3% Goldman Boost

A wave of institutional accumulation in STERIS plc — including a 32.3% Goldman Sachs position increase and a new $1.03 million Stoneridge stake in Q2 2026 — signals confidence in the medical equipment provider's infection-prevention franchise. With institutions now holding 94.69% of shares and the company maintaining a 0.23 debt-to-equity ratio, STERIS appears positioned to absorb hospital capital-expenditure cycles. A modest June insider sale by director Richard C. Breeden at $209.51 is a minor contrarian signal in an otherwise bullish institutional pattern.

2 sources
Finance markets Neutral 5

Goldman Sachs Ups STERIS 32.3% as Institutions Own 94.69%

STERIS plc's latest 13F disclosures show a broad institutional accumulation wave: Goldman Sachs raised its stake 32.3% to 242,732 shares ($55M) in Q1, and Stoneridge Investment Partners opened a new $1.03M position in Q2. With 94.69% of the float owned by institutions and a director selling $310K of stock in June, the signals are mixed. Conservative leverage (debt-to-equity 0.23) and a 1.35 quick ratio support the long case.

2 sources

Source: tickerreport.com · dailypolitical.com