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

Heritage 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 Q1	$39.7K	Hold	500	–	–	﹤0.01%	358
2025 Q4	$35.3K	Hold	500	–	–	﹤0.01%	352
2025 Q3	$32.1K	Hold	500	–	–	﹤0.01%	338
2025 Q2	$31.6K	Hold	500	–	–	﹤0.01%	332
2025 Q1	$35.4K	Hold	500	–	–	﹤0.01%	324
2024 Q4	$43.6K	Hold	500	–	–	﹤0.01%	320
2024 Q3	$47.2K	Hold	500	–	–	﹤0.01%	331
2024 Q2	$48.6K	Hold	500	–	–	﹤0.01%	311
2024 Q1	$53K	Hold	500	–	–	﹤0.01%	320
2023 Q4	$51.5K	Hold	500	–	–	﹤0.01%	335
2023 Q3	$49.4K	Hold	500	–	–	﹤0.01%	302
2023 Q2	$58.6K	Hold	500	–	–	﹤0.01%	300
2023 Q1	$48.5K	Hold	500	–	–	﹤0.01%	326
2022 Q4	$40.7K	Hold	500	–	–	﹤0.01%	349
2022 Q3	$37.9K	Hold	500	–	–	﹤0.01%	320
2022 Q2	$36K	Hold	500	–	–	﹤0.01%	356
2022 Q1	$42K	Hold	500	–	–	﹤0.01%	330
2021 Q4	$45K	Hold	500	–	–	﹤0.01%	340
2021 Q3	$40.9K	Hold	500	–	–	﹤0.01%	336
2021 Q2	$44.3K	Hold	500	–	–	﹤0.01%	336
2021 Q1	$45.2K	Hold	500	–	–	﹤0.01%	342
2020 Q4	$39K	Hold	500	–	–	﹤0.01%	349
2020 Q3	$37.7K	Hold	500	–	–	﹤0.01%	294
2020 Q2	$42.7K	Hold	500	–	–	0.01%	267
2020 Q1	$44.7K	Hold	500	–	–	0.01%	255
2019 Q4	$45.6K	Hold	500	–	–	0.01%	310
2019 Q3	$48K	Hold	500	–	–	0.01%	283
2019 Q2	$39.8K	Hold	500	–	–	0.01%	279
2019 Q1	$35.9K	Hold	500	–	–	0.01%	255
2018 Q4	$27K	Hold	500	–	–	0.01%	237
2018 Q3	$35K	Buy	+500	New	+$37.5K	0.01%	225

Other funds holding JBSS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Heritage Wealth Advisors's JBSS Position: Q1 2026 in Review

Heritage Wealth Advisors held its John B. Sanfilippo & Son (JBSS) position steady in Q1 2026 at 500 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Heritage Wealth Advisors first reported a position in JBSS in Q3 2018 and has held it in 31 quarters since. The position peaked at $58.6K in Q2 2023. 214 funds tracked by Wall St. Rank hold JBSS as of Q1 2026.

Heritage Wealth Advisors held 500 shares of John B. Sanfilippo & Son worth $39.7K as of Q1 2026.
Heritage Wealth Advisors left its John B. Sanfilippo & Son share count unchanged in Q1 2026.
John B. Sanfilippo & Son made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #358 holding.
Heritage Wealth Advisors first reported a position in John B. Sanfilippo & Son in Q3 2018 and has held it in 31 quarters since.
Heritage Wealth Advisors's John B. Sanfilippo & Son position peaked at $58.6K in Q2 2023.
214 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.