JFS Wealth Advisors’s Herc Holdings HRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15K	Buy	22 +1	+5%	+$129	﹤0.01%	1457
2026 Q1	$2.09K	Sell	21 -9	-30%	-$1.28K	﹤0.01%	1493
2025 Q4	$4.45K	Buy	30 +6	+25%	+$823	﹤0.01%	1286
2025 Q3	$2.8K	Sell	24 -1	-4%	-$129	﹤0.01%	1342
2025 Q2	$3.29K	Buy	25 +1	+4%	+$121	﹤0.01%	1234
2025 Q1	$3.22K	Hold	24	–	–	﹤0.01%	1289
2024 Q4	$4.54K	Hold	24	–	–	﹤0.01%	1159
2024 Q3	$3.83K	Buy	24 +1	+4%	+$142	﹤0.01%	1221
2024 Q2	$3.07K	Hold	23	–	–	﹤0.01%	1262
2024 Q1	$3.87K	Hold	23	–	–	﹤0.01%	1189
2023 Q4	$3.42K	Buy	23 +4	+21%	+$490	﹤0.01%	1211
2023 Q3	$2.26K	Hold	19	–	–	﹤0.01%	1315
2023 Q2	$2.6K	Hold	19	–	–	﹤0.01%	1285
2023 Q1	$2.17K	Sell	19 -5	-21%	-$689	﹤0.01%	1330
2022 Q4	$3.16K	Buy	24 +1	+4%	+$123	﹤0.01%	1187
2022 Q3	$2K	Buy	23 +13	+130%	+$1.45K	﹤0.01%	1333
2022 Q2	$1K	Sell	10 -10	-50%	-$1.2K	﹤0.01%	1547
2022 Q1	$3K	Buy	20 +11	+122%	+$1.74K	﹤0.01%	1253
2021 Q4	$1K	Buy	+9	New	+$1.59K	﹤0.01%	1398

Other funds holding HRI

Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

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

Handelsbanken Fonder

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

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

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

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return