JWA
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JFS Wealth Advisors’s Dana Inc DAN Stock Holding History

JFS Wealth Advisors’s Portfolio DAN Stock Details DAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.23K Buy
229
+19
+9% +$649 ﹤0.01% 1198
2026
Q1 		$7.07K Buy
210
+6
+3% +$188 ﹤0.01% 1079
2025
Q4 		$4.85K Buy
204
+61
+43% +$1.29K ﹤0.01% 1249
2025
Q3 		$2.87K Sell
143
-5
-3% -$93 ﹤0.01% 1328
2025
Q2 		$2.54K Buy
148
+27
+22% +$403 ﹤0.01% 1331
2025
Q1 		$1.61K Buy
121
+118
+3,933% +$1.7K ﹤0.01% 1535
2024
Q4 		$35 Sell
3
-100
-97% -$1.04K ﹤0.01% 1918
2024
Q3 		$1.09K Buy
103
+3
+3% +$33 ﹤0.01% 1676
2024
Q2 		$1.21K Hold
100
– – ﹤0.01% 1623
2024
Q1 		$1.27K Buy
100
+3
+3% +$39 ﹤0.01% 1594
2023
Q4 		$1.42K Sell
97
-35
-27% -$464 ﹤0.01% 1550
2023
Q3 		$1.94K Buy
132
+28
+27% +$467 ﹤0.01% 1372
2023
Q2 		$1.77K Buy
104
+33
+46% +$482 ﹤0.01% 1427
2023
Q1 		$1.07K Sell
71
-29
-29% -$475 ﹤0.01% 1568
2022
Q4 		$1.51K Buy
100
+37
+59% +$574 ﹤0.01% 1475
2022
Q3 		$1K Sell
63
-134
-68% -$2.03K ﹤0.01% 1526
2022
Q2 		$3K Buy
197
+126
+177% +$1.95K ﹤0.01% 1167
2022
Q1 		$1K Buy
71
+26
+58% +$532 ﹤0.01% 1618
2021
Q4 		$1K Buy
+45
New +$1.04K ﹤0.01% 1321

Other funds holding DAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAS
Nykredit A/S Nordhavn, Denmark $31.8B AUM
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return

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

JFS Wealth Advisors increased its Dana Inc (DAN) stake by 9% in Q2 2026, buying an estimated $649 and bringing the position to 229 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

JFS Wealth Advisors first reported a position in DAN in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.07K in Q1 2026. 339 funds tracked by Wall St. Rank hold DAN as of Q2 2026.

  • JFS Wealth Advisors held 229 shares of Dana Inc worth $6.23K as of Q2 2026.
  • JFS Wealth Advisors bought 19 Dana Inc shares in Q2 2026, an estimated $649.
  • Dana Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1198 holding.
  • JFS Wealth Advisors first reported a position in Dana Inc in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Dana Inc position peaked at $7.07K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held Dana Inc as of Q2 2026.

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