JFS Wealth Advisors
HTZ icon

JFS Wealth Advisors’s Hertz HTZ Stock Holding History

JFS Wealth Advisors’s Portfolio HTZ Stock Details HTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-33
Closed -$75 – 2248
2026
Q2 		$75 Buy
+33
New +$180 ﹤0.01% 2224
2024
Q3 		– Sell
-11
Closed -$39 – 1986
2024
Q2 		$39 Sell
11
-62
-85% -$315 ﹤0.01% 1967
2024
Q1 		$572 Hold
73
– – ﹤0.01% 1763
2023
Q4 		$759 Sell
73
-89
-55% -$859 ﹤0.01% 1709
2023
Q3 		$1.98K Buy
162
+97
+149% +$1.62K ﹤0.01% 1362
2023
Q2 		$1.2K Buy
65
+7
+12% +$115 ﹤0.01% 1551
2023
Q1 		$945 Buy
58
+13
+29% +$227 ﹤0.01% 1597
2022
Q4 		$693 Buy
45
+14
+45% +$236 ﹤0.01% 1681
2022
Q3 		$1K Buy
+31
New +$582 ﹤0.01% 1563

Other funds holding HTZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

JFS Wealth Advisors's HTZ Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Hertz (HTZ) in Q3 2026, closing a stake of 33 shares — an estimated $75 sold.

JFS Wealth Advisors first reported a position in HTZ in Q3 2022 and held it in 9 quarters. The position peaked at $1.98K in Q3 2023. 81 funds tracked by Wall St. Rank hold HTZ as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Hertz position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 33 Hertz shares in Q3 2026, an estimated $75.
  • JFS Wealth Advisors first reported a position in Hertz in Q3 2022 and held it in 9 quarters.
  • JFS Wealth Advisors's Hertz position peaked at $1.98K in Q3 2023.
  • 81 funds tracked by Wall St. Rank held Hertz as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.