Clearstead Advisors’s Janus International JBI Stock Holding History

Clearstead Advisors’s Portfolio JBI Stock Details JBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$115	Sell	28 -67	-71%	-$334	﹤0.01%	3213
2026 Q2	$528	Buy	+95	New	+$499	﹤0.01%	2905
2026 Q1	–	Sell	-5,338	Closed	-$34.9K	–	2558
2025 Q4	$34.9K	Buy	5,338 +3,017	+130%	+$23.5K	﹤0.01%	1534
2025 Q3	$22.9K	Buy	2,321 +490	+27%	+$4.72K	﹤0.01%	1585
2025 Q2	$14.9K	Buy	+1,831	New	+$14K	﹤0.01%	1748

Other funds holding JBI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MW Advisory Atlanta, Georgia $252M AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clearstead Advisors's JBI Position: Q3 2026 in Review

Clearstead Advisors reduced its Janus International (JBI) stake by 71% in Q3 2026, selling an estimated $334 and leaving 28 shares worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

Clearstead Advisors first reported a position in JBI in Q2 2025 and has held it in 5 quarters since. The position peaked at $34.9K in Q4 2025. 76 funds tracked by Wall St. Rank hold JBI as of Q3 2026.

Clearstead Advisors held 28 shares of Janus International worth $115 as of Q3 2026.
Clearstead Advisors sold 67 Janus International shares in Q3 2026, an estimated $334.
Janus International made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #3213 holding.
Clearstead Advisors first reported a position in Janus International in Q2 2025 and has held it in 5 quarters since.
Clearstead Advisors's Janus International position peaked at $34.9K in Q4 2025.
76 funds tracked by Wall St. Rank held Janus International as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.