JFS Wealth Advisors
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JFS Wealth Advisors’s Callaway Golf Company CALY Stock Holding History

JFS Wealth Advisors’s Portfolio CALY Stock Details CALY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$64.8K Buy
4,601
+66
+1% +$1.11K ﹤0.01% 499
2026
Q2 		$85.2K Buy
4,535
+21
+0.5% +$329 ﹤0.01% 455
2026
Q1 		$62.7K Hold
4,514
– – ﹤0.01% 477
2025
Q4 		$52.7K Hold
4,514
– – ﹤0.01% 505
2025
Q3 		$42.9K Hold
4,514
– – ﹤0.01% 530
2025
Q2 		$36.3K Hold
4,514
– – ﹤0.01% 532
2025
Q1 		$29.7K Hold
4,514
– – ﹤0.01% 574
2024
Q4 		$35.5K Sell
4,514
-8
-0.2% -$73 ﹤0.01% 523
2024
Q3 		$49.7K Sell
4,522
-62
-1% -$780 ﹤0.01% 474
2024
Q2 		$70.1K Buy
4,584
+23
+0.5% +$359 0.01% 372
2024
Q1 		$73.8K Hold
4,561
– – 0.01% 372
2023
Q4 		$65.4K Buy
4,561
+4,487
+6,064% +$57.6K 0.01% 368
2023
Q3 		$1.02K Buy
74
+21
+40% +$369 ﹤0.01% 1589
2023
Q2 		$1.05K Sell
53
-1
-2% -$20 ﹤0.01% 1588
2023
Q1 		$1.17K Buy
54
+25
+86% +$567 ﹤0.01% 1534
2022
Q4 		$573 Buy
29
+4
+16% +$79 ﹤0.01% 1718
2022
Q3 		$0 Sell
25
-6
-19% -$133 ﹤0.01% 1852
2022
Q2 		$1K Buy
+31
New +$666 ﹤0.01% 1588

Other funds holding CALY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

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

JFS Wealth Advisors increased its Callaway Golf Company (CALY) stake by 1.5% in Q3 2026, buying an estimated $1.11K and bringing the position to 4,601 shares worth $64.8K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

JFS Wealth Advisors first reported a position in CALY in Q2 2022 and has held it in 18 quarters since. The position peaked at $85.2K in Q2 2026. 176 funds tracked by Wall St. Rank hold CALY as of Q3 2026.

  • JFS Wealth Advisors held 4,601 shares of Callaway Golf Company worth $64.8K as of Q3 2026.
  • JFS Wealth Advisors bought 66 Callaway Golf Company shares in Q3 2026, an estimated $1.11K.
  • Callaway Golf Company made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #499 holding.
  • JFS Wealth Advisors first reported a position in Callaway Golf Company in Q2 2022 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Callaway Golf Company position peaked at $85.2K in Q2 2026.
  • 176 funds tracked by Wall St. Rank held Callaway Golf Company as of Q3 2026.

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