JFS Wealth Advisors’s Arrowhead Research ARWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.55K	Buy	+19	New	+$1.4K	﹤0.01%	1686
2025 Q2	–	Sell	-39	Closed	-$497	–	1871
2025 Q1	$497	Sell	39 -17	-30%	-$309	﹤0.01%	1766
2024 Q4	$1.05K	Sell	56 -26	-32%	-$535	﹤0.01%	1663
2024 Q3	$1.59K	Hold	82	–	–	﹤0.01%	1579
2024 Q2	$2.13K	Sell	82 -7	-8%	-$172	﹤0.01%	1406
2024 Q1	$2.55K	Sell	89 -4	-4%	-$128	﹤0.01%	1356
2023 Q4	$2.85K	Sell	93 -3	-3%	-$80	﹤0.01%	1279
2023 Q3	$2.58K	Hold	96	–	–	﹤0.01%	1265
2023 Q2	$3.42K	Hold	96	–	–	﹤0.01%	1182
2023 Q1	$2.44K	Hold	96	–	–	﹤0.01%	1285
2022 Q4	$3.89K	Hold	96	–	–	﹤0.01%	1094
2022 Q3	$3K	Hold	96	–	–	﹤0.01%	1135
2022 Q2	$3K	Hold	96	–	–	﹤0.01%	1145
2022 Q1	$4K	Buy	+96	New	+$4.75K	﹤0.01%	1107

Other funds holding ARWR

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

JFS Wealth Advisors's ARWR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Arrowhead Research (ARWR) in Q2 2026: 19 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #1686 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in ARWR as recently as Q1 2025.

JFS Wealth Advisors first reported a position in ARWR in Q1 2022 and has held it in 14 quarters since. The position peaked at $4K in Q1 2022. 38 funds tracked by Wall St. Rank hold ARWR as of Q2 2026.

JFS Wealth Advisors held 19 shares of Arrowhead Research worth $1.55K as of Q2 2026.
Arrowhead Research was a new JFS Wealth Advisors position in Q2 2026.
Arrowhead Research made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1686 holding.
JFS Wealth Advisors first reported a position in Arrowhead Research in Q1 2022 and has held it in 14 quarters since.
JFS Wealth Advisors's Arrowhead Research position peaked at $4K in Q1 2022.
38 funds tracked by Wall St. Rank held Arrowhead Research as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.