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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return