JFS Wealth Advisors’s Core Laboratories CLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$129	Buy	+11	New	+$157	﹤0.01%	2209
2024 Q2	–	Sell	-6	Closed	-$103	–	1997
2024 Q1	$103	Sell	6 -225	-97%	-$3.54K	﹤0.01%	1947
2023 Q4	$4.08K	Buy	+231	New	+$4.65K	﹤0.01%	1135
2019 Q2	–	Sell	-20	Closed	-$1K	–	463
2019 Q1	$1K	Buy	+20	New	+$1.34K	﹤0.01%	446
2018 Q2	–	Sell	-25	Closed	-$3K	–	477
2018 Q1	$3K	Hold	25	–	–	﹤0.01%	447
2017 Q4	$3K	Buy	+25	New	+$2.5K	﹤0.01%	458
2016 Q2	–	Sell	-23	Closed	-$3K	–	520
2016 Q1	$3K	Buy	+23	New	+$2.39K	﹤0.01%	477

Other funds holding CLB

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JFS Wealth Advisors opened a new position in Core Laboratories (CLB) in Q2 2026: 11 shares worth $129. The stake represents ﹤0.01% of the portfolio and ranks #2209 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CLB as recently as Q1 2024.

JFS Wealth Advisors first reported a position in CLB in Q1 2016 and has held it in 7 quarters since. The position peaked at $4.08K in Q4 2023. 186 funds tracked by Wall St. Rank hold CLB as of Q2 2026.

JFS Wealth Advisors held 11 shares of Core Laboratories worth $129 as of Q2 2026.
Core Laboratories was a new JFS Wealth Advisors position in Q2 2026.
Core Laboratories made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2209 holding.
JFS Wealth Advisors first reported a position in Core Laboratories in Q1 2016 and has held it in 7 quarters since.
JFS Wealth Advisors's Core Laboratories position peaked at $4.08K in Q4 2023.
186 funds tracked by Wall St. Rank held Core Laboratories as of Q2 2026.

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