JFS Wealth Advisors’s Mitek Systems MITK Stock Holding History

JFS Wealth Advisors’s Portfolio MITK Stock Details MITK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-160	Closed	-$1.32K	–	1932
2025 Q1	$1.32K	Hold	160	–	–	﹤0.01%	1595
2024 Q4	$1.78K	Hold	160	–	–	﹤0.01%	1521
2024 Q3	$1.39K	Hold	160	–	–	﹤0.01%	1611
2024 Q2	$1.79K	Hold	160	–	–	﹤0.01%	1475
2024 Q1	$2.26K	Hold	160	–	–	﹤0.01%	1399
2023 Q4	$2.09K	Hold	160	–	–	﹤0.01%	1414
2023 Q3	$1.72K	Hold	160	–	–	﹤0.01%	1420
2023 Q2	$1.74K	Hold	160	–	–	﹤0.01%	1434
2023 Q1	$1.53K	Hold	160	–	–	﹤0.01%	1457
2022 Q4	$1.55K	Hold	160	–	–	﹤0.01%	1470
2022 Q3	$1K	Hold	160	–	–	﹤0.01%	1592
2022 Q2	$1K	Hold	160	–	–	﹤0.01%	1584
2022 Q1	$2K	Hold	160	–	–	﹤0.01%	1446
2021 Q4	$3K	Hold	160	–	–	﹤0.01%	966
2021 Q3	$3K	Hold	160	–	–	﹤0.01%	751
2021 Q2	$3K	Hold	160	–	–	﹤0.01%	529
2021 Q1	$2K	Buy	160 +60	+60%	+$963	﹤0.01%	544
2020 Q4	$2K	Buy	+100	New	+$1.38K	﹤0.01%	533

Other funds holding MITK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

JFS Wealth Advisors's MITK Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Mitek Systems (MITK) in Q2 2025, closing a stake of 160 shares — an estimated $1.32K sold.

JFS Wealth Advisors first reported a position in MITK in Q4 2020 and held it in 18 quarters. The position peaked at $3K in Q4 2021. 159 funds tracked by Wall St. Rank hold MITK as of Q2 2025.

JFS Wealth Advisors reported no remaining Mitek Systems position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 160 Mitek Systems shares in Q2 2025, an estimated $1.32K.
JFS Wealth Advisors first reported a position in Mitek Systems in Q4 2020 and held it in 18 quarters.
JFS Wealth Advisors's Mitek Systems position peaked at $3K in Q4 2021.
159 funds tracked by Wall St. Rank held Mitek Systems as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.