JFS Wealth Advisors
ALRM icon

JFS Wealth Advisors’s Alarm.com ALRM Stock Holding History

JFS Wealth Advisors’s Portfolio ALRM Stock Details ALRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.31K Buy
24
+1
+4% +$54 ﹤0.01% 1719
2026
Q2 		$1.08K Buy
23
+2
+10% +$90 ﹤0.01% 1788
2026
Q1 		$907 Sell
21
-1
-5% -$48 ﹤0.01% 1685
2025
Q4 		$1.12K Buy
22
+9
+69% +$459 ﹤0.01% 1685
2025
Q3 		$691 Buy
13
+8
+160% +$446 ﹤0.01% 1697
2025
Q2 		$283 Sell
5
-17
-77% -$943 ﹤0.01% 1763
2025
Q1 		$1.22K Hold
22
– – ﹤0.01% 1608
2024
Q4 		$1.34K Buy
22
+5
+29% +$298 ﹤0.01% 1615
2024
Q3 		$930 Buy
17
+1
+6% +$61 ﹤0.01% 1710
2024
Q2 		$1.02K Hold
16
– – ﹤0.01% 1664
2024
Q1 		$1.16K Hold
16
– – ﹤0.01% 1619
2023
Q4 		$1.03K Sell
16
-8
-33% -$459 ﹤0.01% 1656
2023
Q3 		$1.47K Buy
24
+5
+26% +$283 ﹤0.01% 1480
2023
Q2 		$982 Sell
19
-1
-5% -$49 ﹤0.01% 1613
2023
Q1 		$1.01K Hold
20
– – ﹤0.01% 1583
2022
Q4 		$990 Buy
20
+2
+11% +$110 ﹤0.01% 1606
2022
Q3 		$1K Hold
18
– – ﹤0.01% 1467
2022
Q2 		$1K Buy
18
+2
+13% +$123 ﹤0.01% 1453
2022
Q1 		$1K Buy
16
+10
+167% +$708 ﹤0.01% 1559
2021
Q4 		$1K Buy
+6
New +$491 ﹤0.01% 1238

Other funds holding ALRM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

JFS Wealth Advisors's ALRM Position: Q3 2026 in Review

JFS Wealth Advisors increased its Alarm.com (ALRM) stake by 4.3% in Q3 2026, buying an estimated $54 and bringing the position to 24 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

JFS Wealth Advisors first reported a position in ALRM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.47K in Q3 2023. 123 funds tracked by Wall St. Rank hold ALRM as of Q3 2026.

  • JFS Wealth Advisors held 24 shares of Alarm.com worth $1.31K as of Q3 2026.
  • JFS Wealth Advisors bought 1 Alarm.com share in Q3 2026, an estimated $54.
  • Alarm.com made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1719 holding.
  • JFS Wealth Advisors first reported a position in Alarm.com in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Alarm.com position peaked at $1.47K in Q3 2023.
  • 123 funds tracked by Wall St. Rank held Alarm.com as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.