JFS Wealth Advisors
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JFS Wealth Advisors’s LCI Industries LCII Stock Holding History

JFS Wealth Advisors’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.51K Sell
18
-5
-22% -$500 ﹤0.01% 1679
2026
Q2 		$2.44K Sell
23
-1
-4% -$110 ﹤0.01% 1548
2026
Q1 		$2.95K Buy
24
+2
+9% +$274 ﹤0.01% 1393
2025
Q4 		$2.67K Buy
22
+11
+100% +$1.17K ﹤0.01% 1458
2025
Q3 		$1.02K Sell
11
-2
-15% -$200 ﹤0.01% 1624
2025
Q2 		$1.19K Buy
13
+4
+44% +$341 ﹤0.01% 1529
2025
Q1 		$787 Sell
9
-12
-57% -$1.21K ﹤0.01% 1691
2024
Q4 		$2.17K Hold
21
– – ﹤0.01% 1444
2024
Q3 		$2.53K Buy
21
+5
+31% +$565 ﹤0.01% 1390
2024
Q2 		$1.66K Hold
16
– – ﹤0.01% 1511
2024
Q1 		$1.97K Hold
16
– – ﹤0.01% 1448
2023
Q4 		$2.01K Sell
16
-9
-36% -$1.04K ﹤0.01% 1431
2023
Q3 		$2.94K Buy
25
+11
+79% +$1.38K ﹤0.01% 1218
2023
Q2 		$1.77K Buy
14
+2
+17% +$229 ﹤0.01% 1426
2023
Q1 		$1.32K Sell
12
-3
-20% -$328 ﹤0.01% 1507
2022
Q4 		$1.39K Sell
15
-7
-32% -$687 ﹤0.01% 1509
2022
Q3 		$2K Sell
22
-7
-24% -$851 ﹤0.01% 1345
2022
Q2 		$3K Buy
29
+22
+314% +$2.4K ﹤0.01% 1199
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1673
2021
Q4 		$1K Buy
+7
New +$1.04K ﹤0.01% 1435

Other funds holding LCII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

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

JFS Wealth Advisors reduced its LCI Industries (LCII) stake by 22% in Q3 2026, selling an estimated $500 and leaving 18 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

JFS Wealth Advisors first reported a position in LCII in Q4 2021 and has held it in 20 quarters since. The position peaked at $3K in Q2 2022. 170 funds tracked by Wall St. Rank hold LCII as of Q3 2026.

  • JFS Wealth Advisors held 18 shares of LCI Industries worth $1.51K as of Q3 2026.
  • JFS Wealth Advisors sold 5 LCI Industries shares in Q3 2026, an estimated $500.
  • LCI Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1679 holding.
  • JFS Wealth Advisors first reported a position in LCI Industries in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's LCI Industries position peaked at $3K in Q2 2022.
  • 170 funds tracked by Wall St. Rank held LCI Industries as of Q3 2026.

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