JFS Wealth Advisors’s Brinker International EAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.39K	Buy	44 +5	+13%	+$739	﹤0.01%	1135
2026 Q1	$5.57K	Buy	39 +2	+5%	+$305	﹤0.01%	1158
2025 Q4	$5.31K	Buy	37 +8	+28%	+$1.05K	﹤0.01%	1218
2025 Q3	$3.67K	Hold	29	–	–	﹤0.01%	1236
2025 Q2	$5.23K	Buy	29 +1	+4%	+$157	﹤0.01%	1069
2025 Q1	$4.17K	Buy	28 +1	+4%	+$154	﹤0.01%	1188
2024 Q4	$3.57K	Hold	27	–	–	﹤0.01%	1256
2024 Q3	$2.07K	Buy	27 +1	+4%	+$69	﹤0.01%	1474
2024 Q2	$1.88K	Hold	26	–	–	﹤0.01%	1455
2024 Q1	$1.29K	Hold	26	–	–	﹤0.01%	1586
2023 Q4	$1.12K	Buy	26 +5	+24%	+$180	﹤0.01%	1630
2023 Q3	$664	Sell	21 -6	-22%	-$210	﹤0.01%	1686
2023 Q2	$989	Sell	27 -3	-10%	-$113	﹤0.01%	1610
2023 Q1	$1.14K	Buy	30 +2	+7%	+$76	﹤0.01%	1543
2022 Q4	$893	Buy	28 +2	+8%	+$63	﹤0.01%	1628
2022 Q3	$1K	Buy	26 +25	+2,500%	+$675	﹤0.01%	1531
2022 Q2	$0	Sell	1 -15	-94%	-$474	﹤0.01%	1799
2022 Q1	$1K	Buy	16 +9	+129%	+$337	﹤0.01%	1625
2021 Q4	$0	Buy	+7	New	+$289	﹤0.01%	1759

Other funds holding EAT

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 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