JFS Wealth Advisors
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JFS Wealth Advisors’s Louisiana-Pacific LPX Stock Holding History

JFS Wealth Advisors’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.1K Sell
48
-11
-19% -$787 ﹤0.01% 1430
2026
Q2 		$4.64K Sell
59
-2
-3% -$148 ﹤0.01% 1305
2026
Q1 		$4.44K Sell
61
-19
-24% -$1.6K ﹤0.01% 1237
2025
Q4 		$6.46K Buy
80
+21
+36% +$1.77K ﹤0.01% 1136
2025
Q3 		$5.24K Hold
59
– – ﹤0.01% 1105
2025
Q2 		$5.07K Hold
59
– – ﹤0.01% 1084
2025
Q1 		$5.43K Sell
59
-4
-6% -$417 ﹤0.01% 1089
2024
Q4 		$6.52K Buy
63
+4
+7% +$435 ﹤0.01% 1015
2024
Q3 		$6.34K Buy
59
+2
+4% +$189 ﹤0.01% 1035
2024
Q2 		$4.69K Hold
57
– – ﹤0.01% 1086
2024
Q1 		$4.78K Hold
57
– – ﹤0.01% 1116
2023
Q4 		$4.04K Sell
57
-3
-5% -$179 ﹤0.01% 1142
2023
Q3 		$3.32K Sell
60
-20
-25% -$1.31K ﹤0.01% 1170
2023
Q2 		$6K Sell
80
-8
-9% -$495 ﹤0.01% 917
2023
Q1 		$4.77K Buy
88
+24
+38% +$1.47K ﹤0.01% 1008
2022
Q4 		$3.79K Sell
64
-173
-73% -$10.2K ﹤0.01% 1105
2022
Q3 		$12K Buy
237
+127
+115% +$7.22K ﹤0.01% 681
2022
Q2 		$6K Buy
110
+56
+104% +$3.59K ﹤0.01% 943
2022
Q1 		$3K Buy
54
+22
+69% +$1.52K ﹤0.01% 1269
2021
Q4 		$3K Buy
+32
New +$2.19K ﹤0.01% 961

Other funds holding LPX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Louisiana-Pacific (LPX) stake by 19% in Q3 2026, selling an estimated $787 and leaving 48 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

JFS Wealth Advisors first reported a position in LPX in Q4 2021 and has held it in 20 quarters since. The position peaked at $12K in Q3 2022. 214 funds tracked by Wall St. Rank hold LPX as of Q3 2026.

  • JFS Wealth Advisors held 48 shares of Louisiana-Pacific worth $3.1K as of Q3 2026.
  • JFS Wealth Advisors sold 11 Louisiana-Pacific shares in Q3 2026, an estimated $787.
  • Louisiana-Pacific made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1430 holding.
  • JFS Wealth Advisors first reported a position in Louisiana-Pacific in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Louisiana-Pacific position peaked at $12K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q3 2026.

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