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JFS Wealth Advisors’s Marqeta MQ Stock Holding History

JFS Wealth Advisors’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$768 Sell
47
-1
-2% -$16 ﹤0.01% 1871
2026
Q1 		$780 Buy
48
+22
+85% +$371 ﹤0.01% 1709
2025
Q4 		$494 Sell
26
-7
-21% -$134 ﹤0.01% 1804
2025
Q3 		$703 Buy
33
+17
+106% +$403 ﹤0.01% 1692
2025
Q2 		$379 Buy
16
+14
+700% +$266 ﹤0.01% 1737
2025
Q1 		$33 Hold
2
– – ﹤0.01% 1912
2024
Q4 		$31 Sell
2
-23
-92% -$404 ﹤0.01% 1921
2024
Q3 		$488 Buy
25
+1
+4% +$21 ﹤0.01% 1799
2024
Q2 		$532 Buy
24
+17
+243% +$374 ﹤0.01% 1794
2024
Q1 		$161 Hold
7
– – ﹤0.01% 1908
2023
Q4 		$189 Buy
7
+4
+133% +$96 ﹤0.01% 1911
2023
Q3 		$60 Buy
3
+1
+50% +$23 ﹤0.01% 1926
2023
Q2 		$35 Buy
+2
New +$36 ﹤0.01% 1959
2023
Q1 		– Sell
-2
Closed -$45 – 1952
2022
Q4 		$43 Buy
+2
New +$55 ﹤0.01% 1929

Other funds holding MQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Marqeta (MQ) stake by 2.1% in Q2 2026, selling an estimated $16 and leaving 47 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

JFS Wealth Advisors first reported a position in MQ in Q4 2022 and has held it in 14 quarters since. The position peaked at $780 in Q1 2026. 210 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • JFS Wealth Advisors held 47 shares of Marqeta worth $768 as of Q2 2026.
  • JFS Wealth Advisors sold 1 Marqeta share in Q2 2026, an estimated $16.
  • Marqeta made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1871 holding.
  • JFS Wealth Advisors first reported a position in Marqeta in Q4 2022 and has held it in 14 quarters since.
  • JFS Wealth Advisors's Marqeta position peaked at $780 in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

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