HA
JFB

Herold Advisors’s JFB Construction Holdings JFB Stock Holding History

Herold Advisors’s Portfolio JFB Stock Details JFB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72K Hold
15,000
– – 0.01% 271
2026
Q1 		$91.8K Buy
+15,000
New +$154K 0.02% 256

Other funds holding JFB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
EGM
Engineers Gate Manager New York $7.71B AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Herold Advisors's JFB Position: Q2 2026 in Review

Herold Advisors held its JFB Construction Holdings (JFB) position steady in Q2 2026 at 15,000 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #271.

Herold Advisors first reported a position in JFB in Q1 2026 and has held it in 2 quarters since. The position peaked at $91.8K in Q1 2026. 36 funds tracked by Wall St. Rank hold JFB as of Q2 2026.

  • Herold Advisors held 15,000 shares of JFB Construction Holdings worth $72K as of Q2 2026.
  • Herold Advisors left its JFB Construction Holdings share count unchanged in Q2 2026.
  • JFB Construction Holdings made up 0.01% of Herold Advisors's portfolio in Q2 2026, its #271 holding.
  • Herold Advisors first reported a position in JFB Construction Holdings in Q1 2026 and has held it in 2 quarters since.
  • Herold Advisors's JFB Construction Holdings position peaked at $91.8K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held JFB Construction Holdings as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.