JWA
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JFS Wealth Advisors’s Stride LRN Stock Holding History

JFS Wealth Advisors’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.33K Buy
27
+3
+13% +$276 ﹤0.01% 1559
2026
Q1 		$2.12K Sell
24
-1
-4% -$81 ﹤0.01% 1488
2025
Q4 		$1.62K Sell
25
-7
-22% -$636 ﹤0.01% 1608
2025
Q3 		$4.77K Hold
32
– – ﹤0.01% 1132
2025
Q2 		$4.65K Hold
32
– – ﹤0.01% 1111
2025
Q1 		$4.05K Buy
32
+6
+23% +$758 ﹤0.01% 1212
2024
Q4 		$2.7K Buy
26
+5
+24% +$476 ﹤0.01% 1355
2024
Q3 		$1.79K Buy
21
+5
+31% +$386 ﹤0.01% 1531
2024
Q2 		$1.13K Buy
16
+7
+78% +$467 ﹤0.01% 1643
2024
Q1 		$568 Hold
9
– – ﹤0.01% 1766
2023
Q4 		$535 Buy
9
+4
+80% +$219 ﹤0.01% 1791
2023
Q3 		$226 Buy
5
+1
+25% +$41 ﹤0.01% 1849
2023
Q2 		$149 Hold
4
– – ﹤0.01% 1902
2023
Q1 		$157 Buy
4
+1
+33% +$39 ﹤0.01% 1850
2022
Q4 		$94 Sell
3
-2
-40% -$73 ﹤0.01% 1884
2022
Q3 		$0 Buy
+5
New +$201 ﹤0.01% 1845

Other funds holding LRN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JT
Jupiter Topco New York $245B AUM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

JFS Wealth Advisors increased its Stride (LRN) stake by 13% in Q2 2026, buying an estimated $276 and bringing the position to 27 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

JFS Wealth Advisors first reported a position in LRN in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.77K in Q3 2025. 413 funds tracked by Wall St. Rank hold LRN as of Q2 2026.

  • JFS Wealth Advisors held 27 shares of Stride worth $2.33K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Stride shares in Q2 2026, an estimated $276.
  • Stride made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1559 holding.
  • JFS Wealth Advisors first reported a position in Stride in Q3 2022 and has held it in 16 quarters since.
  • JFS Wealth Advisors's Stride position peaked at $4.77K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Stride as of Q2 2026.

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