Hudson Portfolio Management’s Japan Smaller Capitalization Fund JOF Stock Holding History

Hudson Portfolio Management’s Portfolio JOF Stock Details JOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-50,781	Closed	-$554K	–	119
2026 Q1	$554K	Hold	50,781	–	–	0.47%	70
2025 Q4	$563K	Hold	50,781	–	–	0.48%	67
2025 Q3	$535K	Sell	50,781 -700	-1%	-$7.18K	0.47%	66
2025 Q2	$496K	Sell	51,481 -1,500	-3%	-$13.5K	0.46%	69
2025 Q1	$445K	Sell	52,981 -1,150	-2%	-$9.15K	0.43%	71
2024 Q4	$415K	Hold	54,131	–	–	0.41%	77
2024 Q3	$448K	Buy	+54,131	New	+$423K	0.44%	75
2023 Q4	$424K	Sell	55,831 -2,000	-3%	-$14.3K	0.46%	69
2023 Q3	$411K	Hold	57,831	–	–	0.47%	64
2023 Q2	$416K	Hold	57,831	–	–	0.45%	68
2023 Q1	$400K	Sell	57,831 -3,066	-5%	-$20.8K	0.45%	66
2022 Q4	$395K	Sell	60,897 -21,950	-26%	-$134K	0.44%	71
2022 Q3	$485K	Hold	82,847	–	–	0.57%	58
2022 Q2	$524K	Sell	82,847 -1,234	-1%	-$8.11K	0.54%	59
2022 Q1	$602K	Buy	84,081 +400	+0.5%	+$3.03K	0.53%	60
2021 Q4	$658K	Sell	83,681 -1,900	-2%	-$16.1K	0.58%	59
2021 Q3	$774K	Sell	85,581 -350	-0.4%	-$3.19K	0.71%	51
2021 Q2	$775K	Hold	85,931	–	–	0.71%	50
2021 Q1	$799K	Buy	+85,931	New	+$787K	0.77%	48

Other funds holding JOF

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Hudson Portfolio Management's JOF Position: Q2 2026 in Review

Hudson Portfolio Management sold out of Japan Smaller Capitalization Fund (JOF) in Q2 2026, closing a stake of 50,781 shares — an estimated $554K sold.

Hudson Portfolio Management first reported a position in JOF in Q1 2021 and held it in 19 quarters. The position peaked at $799K in Q1 2021. 57 funds tracked by Wall St. Rank hold JOF as of Q2 2026.

Hudson Portfolio Management reported no remaining Japan Smaller Capitalization Fund position as of Q2 2026 after selling out during the quarter.
Hudson Portfolio Management sold 50,781 Japan Smaller Capitalization Fund shares in Q2 2026, an estimated $554K.
Hudson Portfolio Management first reported a position in Japan Smaller Capitalization Fund in Q1 2021 and held it in 19 quarters.
Hudson Portfolio Management's Japan Smaller Capitalization Fund position peaked at $799K in Q1 2021.
57 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.