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JFS Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

JFS Wealth Advisors’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.99K Hold
17
– – ﹤0.01% 1272
2026
Q1 		$4.74K Buy
17
+1
+6% +$288 ﹤0.01% 1213
2025
Q4 		$4.85K Buy
16
+7
+78% +$2.18K ﹤0.01% 1248
2025
Q3 		$2.52K Sell
9
-2
-18% -$544 ﹤0.01% 1371
2025
Q2 		$2.65K Buy
11
+9
+450% +$2.13K ﹤0.01% 1311
2025
Q1 		$488 Sell
2
-8
-80% -$2.41K ﹤0.01% 1767
2024
Q4 		$3.29K Hold
10
– – ﹤0.01% 1284
2024
Q3 		$3.35K Buy
10
+2
+25% +$635 ﹤0.01% 1265
2024
Q2 		$2.19K Hold
8
– – ﹤0.01% 1399
2024
Q1 		$2.77K Buy
8
+2
+33% +$658 ﹤0.01% 1323
2023
Q4 		$1.94K Sell
6
-6
-50% -$1.88K ﹤0.01% 1453
2023
Q3 		$4.3K Buy
12
+3
+33% +$1.16K ﹤0.01% 1050
2023
Q2 		$3.41K Hold
9
– – ﹤0.01% 1183
2023
Q1 		$4.31K Buy
9
+1
+13% +$468 ﹤0.01% 1057
2022
Q4 		$3.36K Sell
8
-2
-20% -$807 ﹤0.01% 1155
2022
Q3 		$4K Buy
10
+4
+67% +$1.99K ﹤0.01% 1038
2022
Q2 		$3K Sell
6
-1
-14% -$521 ﹤0.01% 1153
2022
Q1 		$4K Buy
7
+4
+133% +$2.41K ﹤0.01% 1110
2021
Q4 		$2K Buy
+3
New +$2.25K ﹤0.01% 1034

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

JFS Wealth Advisors held its Bio-Rad Laboratories Class A (BIO) position steady in Q2 2026 at 17 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

JFS Wealth Advisors first reported a position in BIO in Q4 2021 and has held it in 19 quarters since. 398 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

  • JFS Wealth Advisors held 17 shares of Bio-Rad Laboratories Class A worth $4.99K as of Q2 2026.
  • JFS Wealth Advisors left its Bio-Rad Laboratories Class A share count unchanged in Q2 2026.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1272 holding.
  • JFS Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2021 and has held it in 19 quarters since.
  • 398 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

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