JFS Wealth Advisors’s Credit Acceptance CACC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.73K	Buy	9 +1	+13%	+$535	﹤0.01%	1231
2026 Q1	$3.39K	Sell	8 -2	-20%	-$944	﹤0.01%	1331
2025 Q4	$4.43K	Buy	10 +4	+67%	+$1.85K	﹤0.01%	1287
2025 Q3	$2.8K	Hold	6	–	–	﹤0.01%	1341
2025 Q2	$3.06K	Sell	6 -3	-33%	-$1.47K	﹤0.01%	1264
2025 Q1	$4.65K	Hold	9	–	–	﹤0.01%	1152
2024 Q4	$4.23K	Buy	9 +1	+13%	+$464	﹤0.01%	1191
2024 Q3	$3.55K	Sell	8 -2	-20%	-$983	﹤0.01%	1245
2024 Q2	$5.15K	Hold	10	–	–	﹤0.01%	1056
2024 Q1	$5.52K	Hold	10	–	–	﹤0.01%	1061
2023 Q4	$5.33K	Buy	10 +2	+25%	+$899	﹤0.01%	1027
2023 Q3	$3.68K	Sell	8 -2	-20%	-$1.01K	﹤0.01%	1122
2023 Q2	$5.08K	Sell	10 -2	-17%	-$936	﹤0.01%	991
2023 Q1	$5.23K	Sell	12 -1	-8%	-$440	﹤0.01%	967
2022 Q4	$6.17K	Sell	13 -1	-7%	-$459	﹤0.01%	909
2022 Q3	$6K	Buy	14 +6	+75%	+$3.17K	﹤0.01%	896
2022 Q2	$4K	Hold	8	–	–	﹤0.01%	1048
2022 Q1	$4K	Buy	8 +2	+33%	+$1.09K	﹤0.01%	1114
2021 Q4	$4K	Buy	+6	New	+$3.86K	﹤0.01%	835

Other funds holding CACC

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

JFS Wealth Advisors increased its Credit Acceptance (CACC) stake by 13% in Q2 2026, buying an estimated $535 and bringing the position to 9 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

JFS Wealth Advisors first reported a position in CACC in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.17K in Q4 2022. 23 funds tracked by Wall St. Rank hold CACC as of Q2 2026.

JFS Wealth Advisors held 9 shares of Credit Acceptance worth $5.73K as of Q2 2026.
JFS Wealth Advisors bought 1 Credit Acceptance share in Q2 2026, an estimated $535.
Credit Acceptance made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1231 holding.
JFS Wealth Advisors first reported a position in Credit Acceptance in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Credit Acceptance position peaked at $6.17K in Q4 2022.
23 funds tracked by Wall St. Rank held Credit Acceptance as of Q2 2026.

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