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

AE 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 		$252K Buy
2,934
+229
+8% +$18.1K ﹤0.01% 1578
2026
Q1 		$215K Buy
+2,705
New +$208K ﹤0.01% 1573

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

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

AE Wealth Management increased its John B. Sanfilippo & Son (JBSS) stake by 8.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 2,934 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

AE Wealth Management first reported a position in JBSS in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • AE Wealth Management held 2,934 shares of John B. Sanfilippo & Son worth $252K as of Q2 2026.
  • AE Wealth Management bought 229 John B. Sanfilippo & Son shares in Q2 2026, an estimated $18.1K.
  • John B. Sanfilippo & Son made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1578 holding.
  • AE Wealth Management first reported a position in John B. Sanfilippo & Son in Q1 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.