JFS Wealth Advisors’s Crane NXT CXT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.4K	Sell	47 -60	-56%	-$2.56K	﹤0.01%	1553
2026 Q1	$4.34K	Sell	107 -11	-9%	-$534	﹤0.01%	1244
2025 Q4	$5.55K	Buy	118 +14	+13%	+$828	﹤0.01%	1195
2025 Q3	$6.98K	Hold	104	–	–	﹤0.01%	1002
2025 Q2	$5.61K	Hold	104	–	–	﹤0.01%	1043
2025 Q1	$5.35K	Hold	104	–	–	﹤0.01%	1097
2024 Q4	$6.05K	Hold	104	–	–	﹤0.01%	1055
2024 Q3	$5.83K	Buy	104 +1	+1%	+$58	﹤0.01%	1068
2024 Q2	$6.33K	Hold	103	–	–	﹤0.01%	964
2024 Q1	$6.38K	Hold	103	–	–	﹤0.01%	1009
2023 Q4	$5.86K	Hold	103	–	–	﹤0.01%	985
2023 Q3	$5.72K	Hold	103	–	–	﹤0.01%	935
2023 Q2	$5.81K	Buy	+103	New	+$5.24K	﹤0.01%	929
2023 Q1	–	Sell	-86	Closed	-$3.01K	–	1966
2022 Q4	$3.01K	Buy	86 +3	+4%	+$105	﹤0.01%	1209
2022 Q3	$3K	Hold	83	–	–	﹤0.01%	1162
2022 Q2	$3K	Sell	83 -12	-13%	-$399	﹤0.01%	1166
2022 Q1	$4K	Buy	95 +58	+157%	+$2.09K	﹤0.01%	1121
2021 Q4	$1K	Buy	+37	New	+$1.29K	﹤0.01%	1320

Other funds holding CXT

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Crane NXT (CXT) stake by 56% in Q2 2026, selling an estimated $2.56K and leaving 47 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

JFS Wealth Advisors first reported a position in CXT in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.98K in Q3 2025. 354 funds tracked by Wall St. Rank hold CXT as of Q2 2026.

JFS Wealth Advisors held 47 shares of Crane NXT worth $2.4K as of Q2 2026.
JFS Wealth Advisors sold 60 Crane NXT shares in Q2 2026, an estimated $2.56K.
Crane NXT made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1553 holding.
JFS Wealth Advisors first reported a position in Crane NXT in Q4 2021 and has held it in 18 quarters since.
JFS Wealth Advisors's Crane NXT position peaked at $6.98K in Q3 2025.
354 funds tracked by Wall St. Rank held Crane NXT as of Q2 2026.

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