JFS Wealth Advisors
AMRZ icon

JFS Wealth Advisors’s Amrize Ltd AMRZ Stock Holding History

JFS Wealth Advisors’s Portfolio AMRZ Stock Details AMRZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-49
Closed -$2.61K – 2336
2026
Q2 		$2.61K Buy
49
+18
+58% +$975 ﹤0.01% 1523
2026
Q1 		$1.74K Buy
+31
New +$1.78K ﹤0.01% 1550

Other funds holding AMRZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Amrize Ltd (AMRZ) in Q3 2026, closing a stake of 49 shares — an estimated $2.61K sold.

JFS Wealth Advisors first reported a position in AMRZ in Q1 2026 and held it in 2 quarters. The position peaked at $2.61K in Q2 2026. 164 funds tracked by Wall St. Rank hold AMRZ as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Amrize Ltd position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 49 Amrize Ltd shares in Q3 2026, an estimated $2.61K.
  • JFS Wealth Advisors first reported a position in Amrize Ltd in Q1 2026 and held it in 2 quarters.
  • JFS Wealth Advisors's Amrize Ltd position peaked at $2.61K in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Amrize Ltd as of Q3 2026.

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