JFS Wealth Advisors
BWLP icon

JFS Wealth Advisors’s BW LPG BWLP Stock Holding History

JFS Wealth Advisors’s Portfolio BWLP Stock Details BWLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$752 Hold
30
– – ﹤0.01% 1846
2026
Q2 		$523 Hold
30
– – ﹤0.01% 1948
2026
Q1 		$522 Sell
30
-66
-69% -$1.04K ﹤0.01% 1770
2025
Q4 		$1.26K Hold
96
– – ﹤0.01% 1664
2025
Q3 		$1.37K Hold
96
– – ﹤0.01% 1539
2025
Q2 		$1.14K Buy
96
+30
+45% +$319 ﹤0.01% 1543
2025
Q1 		$719 Hold
66
– – ﹤0.01% 1713
2024
Q4 		$750 Buy
66
+50
+313% +$645 ﹤0.01% 1726
2024
Q3 		$231 Buy
+16
New +$251 ﹤0.01% 1857

Other funds holding BWLP

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

JFS Wealth Advisors held its BW LPG (BWLP) position steady in Q3 2026 at 30 shares worth $752. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

JFS Wealth Advisors first reported a position in BWLP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.37K in Q3 2025. 80 funds tracked by Wall St. Rank hold BWLP as of Q3 2026.

  • JFS Wealth Advisors held 30 shares of BW LPG worth $752 as of Q3 2026.
  • JFS Wealth Advisors left its BW LPG share count unchanged in Q3 2026.
  • BW LPG made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1846 holding.
  • JFS Wealth Advisors first reported a position in BW LPG in Q3 2024 and has held it in 9 quarters since.
  • JFS Wealth Advisors's BW LPG position peaked at $1.37K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held BW LPG as of Q3 2026.

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