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Allworth Financial’s Coffee Holding Co JVA Stock Holding History

Allworth Financial’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Sell
5,000
-11,500
-70% -$48.7K ﹤0.01% 3341
2026
Q1 		$70.1K Buy
16,500
+10,000
+154% +$35.6K ﹤0.01% 2079
2025
Q4 		$25.2K Sell
6,500
-57,500
-90% -$228K ﹤0.01% 2656
2025
Q3 		$292K Sell
64,000
-1,734
-3% -$7.61K ﹤0.01% 1110
2025
Q2 		$285K Buy
+65,734
New +$242K ﹤0.01% 1034

Other funds holding JVA

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $167M AUM 76.16% 1-Year Est. Return

Allworth Financial's JVA Position: Q2 2026 in Review

Allworth Financial reduced its Coffee Holding Co (JVA) stake by 70% in Q2 2026, selling an estimated $48.7K and leaving 5,000 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Allworth Financial first reported a position in JVA in Q2 2025 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 29 funds tracked by Wall St. Rank hold JVA as of Q2 2026.

  • Allworth Financial held 5,000 shares of Coffee Holding Co worth $16.7K as of Q2 2026.
  • Allworth Financial sold 11,500 Coffee Holding Co shares in Q2 2026, an estimated $48.7K.
  • Coffee Holding Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3341 holding.
  • Allworth Financial first reported a position in Coffee Holding Co in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's Coffee Holding Co position peaked at $292K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Coffee Holding Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.