JFS Wealth Advisors’s Bandwidth Inc BAND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$380	Hold	6	–	–	﹤0.01%	2018
2026 Q1	$107	Hold	6	–	–	﹤0.01%	1843
2025 Q4	$93	Hold	6	–	–	﹤0.01%	1886
2025 Q3	$101	Hold	6	–	–	﹤0.01%	1846
2025 Q2	$96	Hold	6	–	–	﹤0.01%	1813
2025 Q1	$79	Hold	6	–	–	﹤0.01%	1882
2024 Q4	$103	Hold	6	–	–	﹤0.01%	1884
2024 Q3	$106	Hold	6	–	–	﹤0.01%	1902
2024 Q2	$102	Hold	6	–	–	﹤0.01%	1929
2024 Q1	$110	Hold	6	–	–	﹤0.01%	1942
2023 Q4	$87	Hold	6	–	–	﹤0.01%	1960
2023 Q3	$68	Hold	6	–	–	﹤0.01%	1921
2023 Q2	$83	Hold	6	–	–	﹤0.01%	1932
2023 Q1	$92	Hold	6	–	–	﹤0.01%	1893
2022 Q4	$138	Hold	6	–	–	﹤0.01%	1854
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1736
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1735
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1818
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1710
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	801
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	568
2021 Q1	$1K	Hold	6	–	–	﹤0.01%	563
2020 Q4	$1K	Buy	+6	New	+$989	﹤0.01%	554

Other funds holding BAND

Assenagon Asset Management

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return