AWM
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Abound Wealth Management’s John B. Sanfilippo & Son JBSS Stock Holding History

Abound Wealth Management’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$172 Hold
2
– – ﹤0.01% 1147
2026
Q1 		$159 Hold
2
– – ﹤0.01% 1305
2025
Q4 		$142 Hold
2
– – ﹤0.01% 1306
2025
Q3 		$129 Hold
2
– – ﹤0.01% 1262
2025
Q2 		$127 Hold
2
– – ﹤0.01% 1192
2025
Q1 		$142 Hold
2
– – ﹤0.01% 1119
2024
Q4 		$175 Hold
2
– – ﹤0.01% 1124
2024
Q3 		$189 Sell
2
-1
-33% -$97 ﹤0.01% 1199
2024
Q2 		$292 Hold
3
– – ﹤0.01% 990
2024
Q1 		$318 Hold
3
– – ﹤0.01% 1106
2023
Q4 		$310 Sell
3
-1
-25% -$98 ﹤0.01% 1145
2023
Q3 		$396 Hold
4
– – ﹤0.01% 888
2023
Q2 		$470 Buy
+4
New +$448 ﹤0.01% 864

Other funds holding JBSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Abound Wealth Management's JBSS Position: Q2 2026 in Review

Abound Wealth Management held its John B. Sanfilippo & Son (JBSS) position steady in Q2 2026 at 2 shares worth $172. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Abound Wealth Management first reported a position in JBSS in Q2 2023 and has held it in 13 quarters since. The position peaked at $470 in Q2 2023. 212 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Abound Wealth Management held 2 shares of John B. Sanfilippo & Son worth $172 as of Q2 2026.
  • Abound Wealth Management left its John B. Sanfilippo & Son share count unchanged in Q2 2026.
  • John B. Sanfilippo & Son made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1147 holding.
  • Abound Wealth Management first reported a position in John B. Sanfilippo & Son in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's John B. Sanfilippo & Son position peaked at $470 in Q2 2023.
  • 212 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.