JFS Wealth Advisors
IDCC icon

JFS Wealth Advisors’s InterDigital IDCC Stock Holding History

JFS Wealth Advisors’s Portfolio IDCC Stock Details IDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$151K Buy
462
+6
+1% +$1.88K 0.01% 373
2026
Q2 		$129K Sell
456
-8
-2% -$2.38K 0.01% 395
2026
Q1 		$140K Buy
464
+426
+1,121% +$145K 0.01% 369
2025
Q4 		$12.1K Buy
38
+10
+36% +$3.54K ﹤0.01% 915
2025
Q3 		$9.7K Hold
28
– – ﹤0.01% 913
2025
Q2 		$6.28K Hold
28
– – ﹤0.01% 1007
2025
Q1 		$5.79K Hold
28
– – ﹤0.01% 1064
2024
Q4 		$5.42K Hold
28
– – ﹤0.01% 1103
2024
Q3 		$3.97K Buy
28
+1
+4% +$131 ﹤0.01% 1201
2024
Q2 		$3.15K Hold
27
– – ﹤0.01% 1256
2024
Q1 		$2.88K Hold
27
– – ﹤0.01% 1307
2023
Q4 		$2.93K Hold
27
– – ﹤0.01% 1269
2023
Q3 		$2.17K Hold
27
– – ﹤0.01% 1331
2023
Q2 		$2.61K Hold
27
– – ﹤0.01% 1284
2023
Q1 		$1.97K Buy
27
+7
+35% +$487 ﹤0.01% 1373
2022
Q4 		$990 Buy
20
+18
+900% +$878 ﹤0.01% 1607
2022
Q3 		$0 Sell
2
-30
-94% -$1.62K ﹤0.01% 1815
2022
Q2 		$2K Buy
32
+13
+68% +$798 ﹤0.01% 1332
2022
Q1 		$1K Buy
19
+11
+138% +$731 ﹤0.01% 1652
2021
Q4 		$1K Buy
+8
New +$558 ﹤0.01% 1407

Other funds holding IDCC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

JFS Wealth Advisors increased its InterDigital (IDCC) stake by 1.3% in Q3 2026, buying an estimated $1.88K and bringing the position to 462 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #373.

JFS Wealth Advisors first reported a position in IDCC in Q4 2021 and has held it in 20 quarters since. 269 funds tracked by Wall St. Rank hold IDCC as of Q3 2026.

  • JFS Wealth Advisors held 462 shares of InterDigital worth $151K as of Q3 2026.
  • JFS Wealth Advisors bought 6 InterDigital shares in Q3 2026, an estimated $1.88K.
  • InterDigital made up 0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #373 holding.
  • JFS Wealth Advisors first reported a position in InterDigital in Q4 2021 and has held it in 20 quarters since.
  • 269 funds tracked by Wall St. Rank held InterDigital as of Q3 2026.

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