JFS Wealth Advisors’s AAR Corp AIR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.43K	Buy	24 +7	+41%	+$826	﹤0.01%	1433
2026 Q1	$1.86K	Sell	17 -2	-11%	-$215	﹤0.01%	1528
2025 Q4	$1.57K	Buy	19 +16	+533%	+$1.32K	﹤0.01%	1614
2025 Q3	$270	Sell	3 -1	-25%	-$76	﹤0.01%	1819
2025 Q2	$276	Sell	4 -7	-64%	-$420	﹤0.01%	1765
2025 Q1	$616	Hold	11	–	–	﹤0.01%	1743
2024 Q4	$675	Hold	11	–	–	﹤0.01%	1740
2024 Q3	$719	Hold	11	–	–	﹤0.01%	1748
2024 Q2	$800	Hold	11	–	–	﹤0.01%	1716
2024 Q1	$659	Hold	11	–	–	﹤0.01%	1736
2023 Q4	$687	Buy	11 +2	+22%	+$128	﹤0.01%	1739
2023 Q3	$536	Buy	9 +7	+350%	+$417	﹤0.01%	1739
2023 Q2	$116	Buy	+2	New	+$108	﹤0.01%	1922

Other funds holding AIR

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return