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JFS Wealth Advisors’s Alight ALIT Stock Holding History

JFS Wealth Advisors’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5
Closed -$182 – 1890
2025
Q4 		$182 Buy
+5
New +$249 ﹤0.01% 1871
2025
Q3 		– Sell
-10
Closed -$884 – 1894
2025
Q2 		$1.11K Buy
10
+9
+900% +$964 ﹤0.01% 1550
2025
Q1 		$131 Sell
1
-7
-88% -$921 ﹤0.01% 1861
2024
Q4 		$1.09K Hold
8
– – ﹤0.01% 1656
2024
Q3 		$1.17K Sell
8
-2
-20% -$287 ﹤0.01% 1661
2024
Q2 		$1.46K Buy
10
+4
+67% +$666 ﹤0.01% 1553
2024
Q1 		$1.12K Buy
6
+3
+100% +$543 ﹤0.01% 1631
2023
Q4 		$563 Sell
3
-5
-63% -$739 ﹤0.01% 1781
2023
Q3 		$1.12K Buy
8
+5
+167% +$840 ﹤0.01% 1567
2023
Q2 		$509 Buy
3
+1
+50% +$177 ﹤0.01% 1752
2023
Q1 		$415 Buy
+2
New +$367 ﹤0.01% 1743

Other funds holding ALIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
FNF
Fidelity National Financial Jacksonville, Florida $3.16B AUM 17.75% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JFS Wealth Advisors's ALIT Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Alight (ALIT) in Q1 2026, closing a stake of 5 shares — an estimated $182 sold.

JFS Wealth Advisors first reported a position in ALIT in Q1 2023 and held it in 11 quarters. The position peaked at $1.46K in Q2 2024. 279 funds tracked by Wall St. Rank hold ALIT as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Alight position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 5 Alight shares in Q1 2026, an estimated $182.
  • JFS Wealth Advisors first reported a position in Alight in Q1 2023 and held it in 11 quarters.
  • JFS Wealth Advisors's Alight position peaked at $1.46K in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Alight as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.