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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
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 $63.9B AUM 45.56% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return

Allworth Financial's JVA Position: Q1 2026 in Review

Allworth Financial increased its Coffee Holding Co (JVA) stake by 154% in Q1 2026, buying an estimated $35.6K and bringing the position to 16,500 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2079.

Allworth Financial first reported a position in JVA in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q3 2025. 31 funds tracked by Wall St. Rank hold JVA as of Q1 2026.

  • Allworth Financial held 16,500 shares of Coffee Holding Co worth $70.1K as of Q1 2026.
  • Allworth Financial bought 10,000 Coffee Holding Co shares in Q1 2026, an estimated $35.6K.
  • Coffee Holding Co made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2079 holding.
  • Allworth Financial first reported a position in Coffee Holding Co in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's Coffee Holding Co position peaked at $292K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held Coffee Holding Co as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.