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JFS Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

JFS Wealth Advisors’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Buy
2,267
+2,171
+2,261% +$15.1K ﹤0.01% 885
2026
Q1 		$477 Buy
96
+30
+45% +$322 ﹤0.01% 1775
2025
Q4 		$757 Buy
+66
New +$948 ﹤0.01% 1747
2021
Q2 		– Sell
-187
Closed -$4K – 607
2021
Q1 		$4K Buy
187
+143
+325% +$3.2K ﹤0.01% 483
2020
Q4 		$1K Buy
+44
New +$567 ﹤0.01% 556

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JFS Wealth Advisors increased its Eos Energy Enterprises (EOSE) stake by 2,261% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,267 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

JFS Wealth Advisors first reported a position in EOSE in Q4 2020 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • JFS Wealth Advisors held 2,267 shares of Eos Energy Enterprises worth $13.3K as of Q2 2026.
  • JFS Wealth Advisors bought 2,171 Eos Energy Enterprises shares in Q2 2026, an estimated $15.1K.
  • Eos Energy Enterprises made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #885 holding.
  • JFS Wealth Advisors first reported a position in Eos Energy Enterprises in Q4 2020 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

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