JFS Wealth Advisors’s Black Hills Corp BKH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.57K	Buy	48 +6	+14%	+$442	﹤0.01%	1411
2026 Q1	$2.92K	Buy	42 +1	+2%	+$72	﹤0.01%	1398
2025 Q4	$2.85K	Buy	41 +14	+52%	+$944	﹤0.01%	1436
2025 Q3	$1.66K	Sell	27 -3	-10%	-$176	﹤0.01%	1485
2025 Q2	$1.68K	Sell	30 -13	-30%	-$761	﹤0.01%	1435
2025 Q1	$2.61K	Buy	43 +9	+26%	+$533	﹤0.01%	1367
2024 Q4	$1.99K	Hold	34	–	–	﹤0.01%	1483
2024 Q3	$2.08K	Buy	34 +7	+26%	+$408	﹤0.01%	1472
2024 Q2	$1.47K	Buy	27 +3	+13%	+$164	﹤0.01%	1550
2024 Q1	$1.31K	Sell	24 -11	-31%	-$576	﹤0.01%	1581
2023 Q4	$1.89K	Buy	35 +31	+775%	+$1.59K	﹤0.01%	1466
2023 Q3	$203	Sell	4 -24	-86%	-$1.36K	﹤0.01%	1860
2023 Q2	$1.69K	Hold	28	–	–	﹤0.01%	1442
2023 Q1	$1.77K	Sell	28 -8	-22%	-$527	﹤0.01%	1413
2022 Q4	$2.53K	Sell	36 -9	-20%	-$605	﹤0.01%	1280
2022 Q3	$3K	Sell	45 -8	-15%	-$600	﹤0.01%	1146
2022 Q2	$4K	Buy	53 +21	+66%	+$1.58K	﹤0.01%	1046
2022 Q1	$2K	Buy	32 +20	+167%	+$1.39K	﹤0.01%	1376
2021 Q4	$1K	Buy	+12	New	+$796	﹤0.01%	1269

Other funds holding BKH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

JFS Wealth Advisors increased its Black Hills Corp (BKH) stake by 14% in Q2 2026, buying an estimated $442 and bringing the position to 48 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

JFS Wealth Advisors first reported a position in BKH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q2 2022. 476 funds tracked by Wall St. Rank hold BKH as of Q2 2026.

JFS Wealth Advisors held 48 shares of Black Hills Corp worth $3.57K as of Q2 2026.
JFS Wealth Advisors bought 6 Black Hills Corp shares in Q2 2026, an estimated $442.
Black Hills Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1411 holding.
JFS Wealth Advisors first reported a position in Black Hills Corp in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Black Hills Corp position peaked at $4K in Q2 2022.
476 funds tracked by Wall St. Rank held Black Hills Corp as of Q2 2026.

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