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 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	$9.67K	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

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Assenagon Asset Management

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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

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

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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