JFS Wealth Advisors’s FormFactor FORM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.7K	Buy	67 +14	+26%	+$1.86K	﹤0.01%	982
2026 Q1	$5.14K	Buy	53 +7	+15%	+$602	﹤0.01%	1188
2025 Q4	$2.57K	Buy	46 +14	+44%	+$705	﹤0.01%	1468
2025 Q3	$1.17K	Buy	32 +1	+3%	+$32	﹤0.01%	1588
2025 Q2	$1.07K	Sell	31 -17	-35%	-$516	﹤0.01%	1556
2025 Q1	$1.36K	Sell	48 -3	-6%	-$110	﹤0.01%	1589
2024 Q4	$2.24K	Hold	51	–	–	﹤0.01%	1428
2024 Q3	$2.35K	Buy	51 +1	+2%	+$50	﹤0.01%	1415
2024 Q2	$3.03K	Hold	50	–	–	﹤0.01%	1268
2024 Q1	$2.28K	Hold	50	–	–	﹤0.01%	1396
2023 Q4	$2.09K	Buy	50 +2	+4%	+$73	﹤0.01%	1415
2023 Q3	$1.68K	Hold	48	–	–	﹤0.01%	1432
2023 Q2	$1.64K	Buy	48 +4	+9%	+$120	﹤0.01%	1458
2023 Q1	$1.4K	Buy	44 +18	+69%	+$516	﹤0.01%	1486
2022 Q4	$578	Buy	26 +24	+1,200%	+$559	﹤0.01%	1716
2022 Q3	$0	Sell	2 -58	-97%	-$1.88K	﹤0.01%	1793
2022 Q2	$2K	Buy	60 +21	+54%	+$810	﹤0.01%	1319
2022 Q1	$2K	Buy	39 +22	+129%	+$916	﹤0.01%	1408
2021 Q4	$1K	Buy	+17	New	+$696	﹤0.01%	1357

Other funds holding FORM

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Assenagon Asset Management

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

Handelsbanken Fonder

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

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

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

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

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