JFS Wealth Advisors
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JFS Wealth Advisors’s Centuri Holdings CTRI Stock Holding History

JFS Wealth Advisors’s Portfolio CTRI Stock Details CTRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8
Closed -$242 – 2333
2026
Q2 		$242 Buy
+8
New +$258 ﹤0.01% 2116

Other funds holding CTRI

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
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
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

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

JFS Wealth Advisors sold out of Centuri Holdings (CTRI) in Q3 2026, closing a stake of 8 shares — an estimated $242 sold.

JFS Wealth Advisors first reported a position in CTRI in Q2 2026 and held it in 1 quarter. The position peaked at $242 in Q2 2026. 65 funds tracked by Wall St. Rank hold CTRI as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Centuri Holdings position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 8 Centuri Holdings shares in Q3 2026, an estimated $242.
  • JFS Wealth Advisors first reported a position in Centuri Holdings in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's Centuri Holdings position peaked at $242 in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Centuri Holdings as of Q3 2026.

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