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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
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% -$1.03K ﹤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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

JFS Wealth Advisors's LCII Position: Q2 2026 in Review

JFS Wealth Advisors reduced its LCI Industries (LCII) stake by 4.2% in Q2 2026, selling an estimated $110 and leaving 23 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

JFS Wealth Advisors first reported a position in LCII in Q4 2021 and has held it in 19 quarters since. The position peaked at $3K in Q2 2022. 32 funds tracked by Wall St. Rank hold LCII as of Q2 2026.

  • JFS Wealth Advisors held 23 shares of LCI Industries worth $2.44K as of Q2 2026.
  • JFS Wealth Advisors sold 1 LCI Industries share in Q2 2026, an estimated $110.
  • LCI Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1548 holding.
  • JFS Wealth Advisors first reported a position in LCI Industries in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's LCI Industries position peaked at $3K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held LCI Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.