JFS Wealth Advisors’s FirstCash FCFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5K	Buy	58 +2	+4%	+$434	﹤0.01%	914
2026 Q1	$10.5K	Hold	56	–	–	﹤0.01%	929
2025 Q4	$8.93K	Buy	56 +16	+40%	+$2.52K	﹤0.01%	1019
2025 Q3	$6.34K	Hold	40	–	–	﹤0.01%	1036
2025 Q2	$5.41K	Hold	40	–	–	﹤0.01%	1054
2025 Q1	$4.81K	Hold	40	–	–	﹤0.01%	1138
2024 Q4	$4.14K	Hold	40	–	–	﹤0.01%	1196
2024 Q3	$4.59K	Buy	40 +1	+3%	+$113	﹤0.01%	1154
2024 Q2	$4.09K	Hold	39	–	–	﹤0.01%	1145
2024 Q1	$4.97K	Sell	39 -2	-5%	-$232	﹤0.01%	1103
2023 Q4	$4.44K	Buy	41 +2	+5%	+$216	﹤0.01%	1109
2023 Q3	$3.92K	Hold	39	–	–	﹤0.01%	1105
2023 Q2	$3.64K	Hold	39	–	–	﹤0.01%	1149
2023 Q1	$3.72K	Sell	39 -4	-9%	-$361	﹤0.01%	1117
2022 Q4	$3.74K	Buy	43 +2	+5%	+$177	﹤0.01%	1112
2022 Q3	$3K	Sell	41 -5	-11%	-$373	﹤0.01%	1170
2022 Q2	$3K	Buy	+46	New	+$3.31K	﹤0.01%	1176
2018 Q4	–	Sell	-30	Closed	-$2K	–	485
2018 Q3	$2K	Buy	+30	New	+$2.53K	﹤0.01%	495

Other funds holding FCFS

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Handelsbanken Fonder

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

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM