JFS Wealth Advisors
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JFS Wealth Advisors’s Allison Transmission ALSN Stock Holding History

JFS Wealth Advisors’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.3K Hold
109
– – ﹤0.01% 896
2026
Q2 		$12.3K Hold
109
– – ﹤0.01% 925
2026
Q1 		$12.8K Buy
109
+1
+0.9% +$114 ﹤0.01% 860
2025
Q4 		$10.6K Buy
108
+23
+27% +$2.02K ﹤0.01% 953
2025
Q3 		$7.22K Hold
85
– – ﹤0.01% 992
2025
Q2 		$8.08K Buy
85
+1
+1% +$97 ﹤0.01% 934
2025
Q1 		$8.04K Sell
84
-1
-1% -$106 ﹤0.01% 950
2024
Q4 		$9.19K Buy
85
+1
+1% +$109 ﹤0.01% 876
2024
Q3 		$8.07K Buy
84
+2
+2% +$171 ﹤0.01% 932
2024
Q2 		$6.22K Hold
82
– – ﹤0.01% 974
2024
Q1 		$6.66K Hold
82
– – ﹤0.01% 982
2023
Q4 		$4.77K Sell
82
-2
-2% -$112 ﹤0.01% 1078
2023
Q3 		$4.96K Buy
84
+2
+2% +$118 ﹤0.01% 994
2023
Q2 		$4.63K Sell
82
-4
-5% -$197 ﹤0.01% 1039
2023
Q1 		$3.89K Buy
86
+16
+23% +$719 ﹤0.01% 1091
2022
Q4 		$2.91K Buy
70
+3
+4% +$123 ﹤0.01% 1223
2022
Q3 		$2K Sell
67
-40
-37% -$1.5K ﹤0.01% 1271
2022
Q2 		$4K Buy
107
+42
+65% +$1.6K ﹤0.01% 1036
2022
Q1 		$3K Buy
65
+41
+171% +$1.61K ﹤0.01% 1200
2021
Q4 		$1K Buy
+24
New +$848 ﹤0.01% 1239

Other funds holding ALSN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Norris Perne & French
Norris Perne & French Grand Rapids, Michigan $2.29B AUM 28.29% 1-Year Est. Return
Solidarity Wealth
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Dudley & Shanley
Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

JFS Wealth Advisors held its Allison Transmission (ALSN) position steady in Q3 2026 at 109 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

JFS Wealth Advisors first reported a position in ALSN in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.8K in Q1 2026. 214 funds tracked by Wall St. Rank hold ALSN as of Q3 2026.

  • JFS Wealth Advisors held 109 shares of Allison Transmission worth $12.3K as of Q3 2026.
  • JFS Wealth Advisors left its Allison Transmission share count unchanged in Q3 2026.
  • Allison Transmission made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #896 holding.
  • JFS Wealth Advisors first reported a position in Allison Transmission in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Allison Transmission position peaked at $12.8K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2026.

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