JWA
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

JFS Wealth Advisors sold out of DoubleVerify (DV) in Q2 2026, closing a stake of 10 shares — an estimated $95 sold.

JFS Wealth Advisors first reported a position in DV in Q4 2022 and held it in 8 quarters. The position peaked at $760 in Q2 2024. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • JFS Wealth Advisors reported no remaining DoubleVerify position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 10 DoubleVerify shares in Q2 2026, an estimated $95.
  • JFS Wealth Advisors first reported a position in DoubleVerify in Q4 2022 and held it in 8 quarters.
  • JFS Wealth Advisors's DoubleVerify position peaked at $760 in Q2 2024.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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