JFS Wealth Advisors’s Choice Hotels CHH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1K	Hold	10	–	–	﹤0.01%	1774
2026 Q1	$1.03K	Hold	10	–	–	﹤0.01%	1665
2025 Q4	$953	Buy	10 +5	+100%	+$476	﹤0.01%	1714
2025 Q3	$535	Hold	5	–	–	﹤0.01%	1749
2025 Q2	$635	Sell	5 -18	-78%	-$2.27K	﹤0.01%	1655
2025 Q1	$3.05K	Hold	23	–	–	﹤0.01%	1314
2024 Q4	$3.27K	Hold	23	–	–	﹤0.01%	1286
2024 Q3	$3K	Buy	23 +1	+5%	+$125	﹤0.01%	1317
2024 Q2	$2.62K	Hold	22	–	–	﹤0.01%	1331
2024 Q1	$2.78K	Buy	22 +2	+10%	+$239	﹤0.01%	1320
2023 Q4	$2.27K	Sell	20 -6	-23%	-$686	﹤0.01%	1375
2023 Q3	$3.19K	Sell	26 -2	-7%	-$252	﹤0.01%	1190
2023 Q2	$3.29K	Hold	28	–	–	﹤0.01%	1196
2023 Q1	$3.28K	Buy	28 +5	+22%	+$599	﹤0.01%	1165
2022 Q4	$2.59K	Buy	23 +6	+35%	+$717	﹤0.01%	1266
2022 Q3	$2K	Sell	17 -15	-47%	-$1.72K	﹤0.01%	1288
2022 Q2	$4K	Buy	32 +5	+19%	+$649	﹤0.01%	1050
2022 Q1	$4K	Buy	27 +18	+200%	+$2.59K	﹤0.01%	1116
2021 Q4	$1K	Buy	+9	New	+$1.29K	﹤0.01%	1292

Other funds holding CHH

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

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

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

JFS Wealth Advisors held its Choice Hotels (CHH) position steady in Q2 2026 at 10 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

JFS Wealth Advisors first reported a position in CHH in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q2 2022. 332 funds tracked by Wall St. Rank hold CHH as of Q2 2026.

JFS Wealth Advisors held 10 shares of Choice Hotels worth $1.1K as of Q2 2026.
JFS Wealth Advisors left its Choice Hotels share count unchanged in Q2 2026.
Choice Hotels made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1774 holding.
JFS Wealth Advisors first reported a position in Choice Hotels in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Choice Hotels position peaked at $4K in Q2 2022.
332 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2026.

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