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Clearstead Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History

Clearstead Advisors’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 		$774 Buy
+9
New +$712 ﹤0.01% 2785
2026
Q1 		– Sell
-1
Closed -$71 – 2559
2025
Q4 		$71 Sell
1
-32
-97% -$2.17K ﹤0.01% 2564
2025
Q3 		$2.12K Buy
33
+4
+14% +$259 ﹤0.01% 2433
2025
Q2 		$1.83K Buy
+29
New +$1.86K ﹤0.01% 2342

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

Clearstead Advisors's JBSS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in John B. Sanfilippo & Son (JBSS) in Q2 2026: 9 shares worth $774. The stake represents ﹤0.01% of the portfolio and ranks #2785 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in JBSS as recently as Q4 2025.

Clearstead Advisors first reported a position in JBSS in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.12K in Q3 2025. 212 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Clearstead Advisors held 9 shares of John B. Sanfilippo & Son worth $774 as of Q2 2026.
  • John B. Sanfilippo & Son was a new Clearstead Advisors position in Q2 2026.
  • John B. Sanfilippo & Son made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2785 holding.
  • Clearstead Advisors first reported a position in John B. Sanfilippo & Son in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's John B. Sanfilippo & Son position peaked at $2.12K in Q3 2025.
  • 212 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.