JGIA
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Jackson Grant Investment Advisers’s Cedar Fair FUN Stock Holding History

Jackson Grant Investment Advisers’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81K Hold
85
– – ﹤0.01% 400
2026
Q1 		$1.51K Hold
85
– – ﹤0.01% 390
2025
Q4 		$1.3K Buy
+85
New +$1.54K ﹤0.01% 390

Other funds holding FUN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KOCAA
Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SFCM
Savoir Faire Capital Management Norwalk, Connecticut $161M AUM 3.8% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Jackson Grant Investment Advisers's FUN Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Cedar Fair (FUN) position steady in Q2 2026 at 85 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Jackson Grant Investment Advisers first reported a position in FUN in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Jackson Grant Investment Advisers held 85 shares of Cedar Fair worth $1.81K as of Q2 2026.
  • Jackson Grant Investment Advisers left its Cedar Fair share count unchanged in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #400 holding.
  • Jackson Grant Investment Advisers first reported a position in Cedar Fair in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.