JFS Wealth Advisors’s DoubleVerify DV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10	Closed	-$95	–	2264
2026 Q1	$95	Hold	10	–	–	﹤0.01%	1849
2025 Q4	$115	Sell	10 -25	-71%	-$276	﹤0.01%	1882
2025 Q3	$420	Buy	35 +32	+1,067%	+$474	﹤0.01%	1784
2025 Q2	$45	Buy	+3	New	+$41	﹤0.01%	1834
2025 Q1	–	Sell	-1	Closed	-$20	–	1953
2024 Q4	$20	Sell	1 -39	-98%	-$735	﹤0.01%	1928
2024 Q3	$674	Buy	40 +1	+3%	+$19	﹤0.01%	1757
2024 Q2	$760	Buy	+39	New	+$942	﹤0.01%	1728
2023 Q1	–	Sell	-3	Closed	-$66	–	1968
2022 Q4	$66	Buy	+3	New	+$78	﹤0.01%	1905

Other funds holding DV

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return