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

EverSource Wealth 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 		$16.9K Sell
196
-33
-14% -$2.61K ﹤0.01% 2572
2026
Q1 		$18.2K Buy
229
+39
+21% +$3K ﹤0.01% 2565
2025
Q4 		$13.4K Sell
190
-177
-48% -$12K ﹤0.01% 2649
2025
Q3 		$23.6K Sell
367
-48
-12% -$3.11K ﹤0.01% 2251
2025
Q2 		$26.2K Buy
415
+384
+1,239% +$24.7K ﹤0.01% 2084
2025
Q1 		$2.2K Sell
31
-13
-30% -$994 ﹤0.01% 2883
2024
Q4 		$3.83K Sell
44
-39
-47% -$3.46K ﹤0.01% 2459
2024
Q3 		$7.83K Hold
83
– – ﹤0.01% 2001
2024
Q2 		$8.7K Hold
83
– – ﹤0.01% 1925
2024
Q1 		$8.28K Hold
83
– – ﹤0.01% 1796
2023
Q4 		$8.55K Hold
83
– – ﹤0.01% 1633
2023
Q3 		$8.2K Hold
83
– – ﹤0.01% 1501
2023
Q2 		$9.73K Buy
83
+7
+9% +$785 ﹤0.01% 1453
2023
Q1 		$7.37K Hold
76
– – ﹤0.01% 1499
2022
Q4 		$6.18K Hold
76
– – ﹤0.01% 1524
2022
Q3 		$6K Buy
+76
New +$5.74K ﹤0.01% 1296
2022
Q2 		– Sell
-51
Closed -$4K – 1800
2022
Q1 		$4K Sell
51
-1
-2% -$83 ﹤0.01% 1340
2021
Q4 		$5K Buy
+52
New +$4.45K ﹤0.01% 1262

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's JBSS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its John B. Sanfilippo & Son (JBSS) stake by 14% in Q2 2026, selling an estimated $2.61K and leaving 196 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

EverSource Wealth Advisors first reported a position in JBSS in Q4 2021 and has held it in 18 quarters since. The position peaked at $26.2K in Q2 2025. 211 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • EverSource Wealth Advisors held 196 shares of John B. Sanfilippo & Son worth $16.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 33 John B. Sanfilippo & Son shares in Q2 2026, an estimated $2.61K.
  • John B. Sanfilippo & Son made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2572 holding.
  • EverSource Wealth Advisors first reported a position in John B. Sanfilippo & Son in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's John B. Sanfilippo & Son position peaked at $26.2K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.