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JFS Wealth Advisors’s Lear LEA Stock Holding History

JFS Wealth Advisors’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.37K Buy
55
+2
+4% +$268 ﹤0.01% 1138
2026
Q1 		$6.42K Buy
53
+4
+8% +$499 ﹤0.01% 1110
2025
Q4 		$5.62K Buy
49
+18
+58% +$1.92K ﹤0.01% 1189
2025
Q3 		$3.12K Hold
31
– – ﹤0.01% 1304
2025
Q2 		$2.94K Buy
31
+29
+1,450% +$2.55K ﹤0.01% 1276
2025
Q1 		$177 Sell
2
-1
-33% -$95 ﹤0.01% 1846
2024
Q4 		$285 Sell
3
-31
-91% -$3.09K ﹤0.01% 1830
2024
Q3 		$3.71K Sell
34
-14
-29% -$1.59K ﹤0.01% 1230
2024
Q2 		$5.48K Hold
48
– – ﹤0.01% 1026
2024
Q1 		$6.96K Hold
48
– – ﹤0.01% 956
2023
Q4 		$6.78K Buy
48
+2
+4% +$268 ﹤0.01% 935
2023
Q3 		$6.17K Buy
46
+3
+7% +$434 ﹤0.01% 905
2023
Q2 		$6.17K Sell
43
-6
-12% -$792 ﹤0.01% 910
2023
Q1 		$6.84K Hold
49
– – ﹤0.01% 872
2022
Q4 		$6.08K Sell
49
-1
-2% -$132 ﹤0.01% 915
2022
Q3 		$6K Buy
50
+7
+16% +$968 ﹤0.01% 924
2022
Q2 		$5K Buy
43
+16
+59% +$2.11K ﹤0.01% 988
2022
Q1 		$4K Sell
27
-66
-71% -$10.7K ﹤0.01% 1148
2021
Q4 		$17K Sell
93
-132
-59% -$23.2K ﹤0.01% 603
2021
Q3 		$35K Buy
+225
New +$36.8K ﹤0.01% 464

Other funds holding LEA

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

JFS Wealth Advisors increased its Lear (LEA) stake by 3.8% in Q2 2026, buying an estimated $268 and bringing the position to 55 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

JFS Wealth Advisors first reported a position in LEA in Q3 2021 and has held it in 20 quarters since. The position peaked at $35K in Q3 2021. 520 funds tracked by Wall St. Rank hold LEA as of Q2 2026.

  • JFS Wealth Advisors held 55 shares of Lear worth $7.37K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Lear shares in Q2 2026, an estimated $268.
  • Lear made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1138 holding.
  • JFS Wealth Advisors first reported a position in Lear in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Lear position peaked at $35K in Q3 2021.
  • 520 funds tracked by Wall St. Rank held Lear as of Q2 2026.

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