JFS Wealth Advisors’s Asbury Automotive ABG Stock Holding History

JFS Wealth Advisors’s Portfolio ABG Stock Details ABG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62K	Buy	13 +1	+8%	+$197	﹤0.01%	1522
2026 Q1	$2.35K	Sell	12 -2	-14%	-$443	﹤0.01%	1462
2025 Q4	$3.26K	Buy	14 +8	+133%	+$1.89K	﹤0.01%	1398
2025 Q3	$1.47K	Hold	6	–	–	﹤0.01%	1510
2025 Q2	$1.43K	Sell	6 -6	-50%	-$1.37K	﹤0.01%	1479
2025 Q1	$2.65K	Hold	12	–	–	﹤0.01%	1361
2024 Q4	$2.92K	Hold	12	–	–	﹤0.01%	1329
2024 Q3	$2.86K	Buy	12 +5	+71%	+$1.18K	﹤0.01%	1337
2024 Q2	$1.6K	Hold	7	–	–	﹤0.01%	1522
2024 Q1	$1.65K	Buy	7 +3	+75%	+$637	﹤0.01%	1514
2023 Q4	$900	Sell	4 -1	-20%	-$211	﹤0.01%	1677
2023 Q3	$1.15K	Buy	5 +3	+150%	+$685	﹤0.01%	1555
2023 Q2	$481	Buy	+2	New	+$421	﹤0.01%	1766
2022 Q4	–	Sell	-2	Closed	–	–	1945
2022 Q3	$0	Sell	2 -7	-78%	-$1.19K	﹤0.01%	1714
2022 Q2	$2K	Sell	9 -1	-10%	-$173	﹤0.01%	1266
2022 Q1	$2K	Buy	10 +6	+150%	+$1.05K	﹤0.01%	1355
2021 Q4	$1K	Buy	+4	New	+$736	﹤0.01%	1224

Other funds holding ABG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TAM

Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

JFS Wealth Advisors's ABG Position: Q2 2026 in Review

JFS Wealth Advisors increased its Asbury Automotive (ABG) stake by 8.3% in Q2 2026, buying an estimated $197 and bringing the position to 13 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

JFS Wealth Advisors first reported a position in ABG in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.26K in Q4 2025. 315 funds tracked by Wall St. Rank hold ABG as of Q2 2026.

JFS Wealth Advisors held 13 shares of Asbury Automotive worth $2.62K as of Q2 2026.
JFS Wealth Advisors bought 1 Asbury Automotive share in Q2 2026, an estimated $197.
Asbury Automotive made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1522 holding.
JFS Wealth Advisors first reported a position in Asbury Automotive in Q4 2021 and has held it in 17 quarters since.
JFS Wealth Advisors's Asbury Automotive position peaked at $3.26K in Q4 2025.
315 funds tracked by Wall St. Rank held Asbury Automotive as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.