JFS Wealth Advisors
CXM icon

JFS Wealth Advisors’s Sprinklr CXM Stock Holding History

JFS Wealth Advisors’s Portfolio CXM Stock Details CXM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$228 Hold
46
– – ﹤0.01% 2065
2026
Q2 		$238 Buy
+46
New +$245 ﹤0.01% 2117
2026
Q1 		– Sell
-8
Closed -$63 – 1906
2025
Q4 		$63 Buy
+8
New +$61 ﹤0.01% 1898

Other funds holding CXM

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

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

JFS Wealth Advisors held its Sprinklr (CXM) position steady in Q3 2026 at 46 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

JFS Wealth Advisors first reported a position in CXM in Q4 2025 and has held it in 3 quarters since. The position peaked at $238 in Q2 2026. 97 funds tracked by Wall St. Rank hold CXM as of Q3 2026.

  • JFS Wealth Advisors held 46 shares of Sprinklr worth $228 as of Q3 2026.
  • JFS Wealth Advisors left its Sprinklr share count unchanged in Q3 2026.
  • Sprinklr made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2065 holding.
  • JFS Wealth Advisors first reported a position in Sprinklr in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Sprinklr position peaked at $238 in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Sprinklr as of Q3 2026.

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