JFS Wealth Advisors
LI icon

JFS Wealth Advisors’s Li Auto LI Stock Holding History

JFS Wealth Advisors’s Portfolio LI Stock Details LI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.2K Buy
194
+117
+152% +$1.44K ﹤0.01% 1571
2026
Q2 		$904 Sell
77
-109
-59% -$1.79K ﹤0.01% 1834
2026
Q1 		$3.32K Sell
186
-86
-32% -$1.5K ﹤0.01% 1339
2025
Q4 		$4.6K Buy
272
+63
+30% +$1.25K ﹤0.01% 1270
2025
Q3 		$5.3K Buy
209
+10
+5% +$259 ﹤0.01% 1100
2025
Q2 		$5.4K Buy
199
+37
+23% +$976 ﹤0.01% 1057
2025
Q1 		$4.08K Hold
162
– – ﹤0.01% 1204
2024
Q4 		$3.89K Buy
162
+26
+19% +$645 ﹤0.01% 1215
2024
Q3 		$3.49K Buy
136
+76
+127% +$1.54K ﹤0.01% 1249
2024
Q2 		$1.07K Sell
60
-12
-17% -$290 ﹤0.01% 1653
2024
Q1 		$2.18K Sell
72
-3
-4% -$99 ﹤0.01% 1411
2023
Q4 		$2.81K Buy
75
+3
+4% +$108 ﹤0.01% 1286
2023
Q3 		$2.57K Hold
72
– – ﹤0.01% 1266
2023
Q2 		$2.53K Buy
72
+25
+53% +$703 ﹤0.01% 1297
2023
Q1 		$1.17K Buy
47
+1
+2% +$24 ﹤0.01% 1533
2022
Q4 		$938 Buy
46
+25
+119% +$475 ﹤0.01% 1619
2022
Q3 		$0 Sell
21
-29
-58% -$904 ﹤0.01% 1838
2022
Q2 		$2K Buy
50
+15
+43% +$401 ﹤0.01% 1339
2022
Q1 		$1K Buy
+35
New +$965 ﹤0.01% 1675

Other funds holding LI

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Ping Capital Management
Ping Capital Management New York $541M AUM 40.31% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

JFS Wealth Advisors increased its Li Auto (LI) stake by 152% in Q3 2026, buying an estimated $1.44K and bringing the position to 194 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

JFS Wealth Advisors first reported a position in LI in Q1 2022 and has held it in 19 quarters since. The position peaked at $5.4K in Q2 2025. 73 funds tracked by Wall St. Rank hold LI as of Q3 2026.

  • JFS Wealth Advisors held 194 shares of Li Auto worth $2.2K as of Q3 2026.
  • JFS Wealth Advisors bought 117 Li Auto shares in Q3 2026, an estimated $1.44K.
  • Li Auto made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1571 holding.
  • JFS Wealth Advisors first reported a position in Li Auto in Q1 2022 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Li Auto position peaked at $5.4K in Q2 2025.
  • 73 funds tracked by Wall St. Rank held Li Auto as of Q3 2026.

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