JWA
MSA icon

JFS Wealth Advisors’s Mine Safety MSA Stock Holding History

JFS Wealth Advisors’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.2K Hold
253
– – ﹤0.01% 572
2026
Q1 		$41.5K Buy
253
+2
+0.8% +$366 ﹤0.01% 563
2025
Q4 		$40.2K Buy
251
+8
+3% +$1.3K ﹤0.01% 583
2025
Q3 		$41.8K Hold
243
– – ﹤0.01% 537
2025
Q2 		$40.7K Sell
243
-5
-2% -$782 ﹤0.01% 504
2025
Q1 		$36.4K Sell
248
-3
-1% -$478 ﹤0.01% 535
2024
Q4 		$41.6K Buy
251
+124
+98% +$21.3K ﹤0.01% 497
2024
Q3 		$22.5K Sell
127
-1,440
-92% -$262K ﹤0.01% 617
2024
Q2 		$294K Sell
1,567
-266
-15% -$49.5K 0.02% 197
2024
Q1 		$355K Buy
1,833
+4
+0.2% +$703 0.03% 184
2023
Q4 		$309K Buy
1,829
+4
+0.2% +$650 0.03% 186
2023
Q3 		$288K Buy
1,825
+9
+0.5% +$1.55K 0.03% 183
2023
Q2 		$316K Buy
1,816
+8
+0.4% +$1.15K 0.03% 177
2023
Q1 		$241K Buy
1,808
+7
+0.4% +$943 0.02% 196
2022
Q4 		$260K Buy
+1,801
New +$236K 0.03% 193
2022
Q2 		– Sell
-20
Closed -$3K – 1863
2022
Q1 		$3K Buy
20
+13
+186% +$1.8K ﹤0.01% 1278
2021
Q4 		$1K Buy
+7
New +$1.05K ﹤0.01% 1461

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

JFS Wealth Advisors held its Mine Safety (MSA) position steady in Q2 2026 at 253 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

JFS Wealth Advisors first reported a position in MSA in Q4 2021 and has held it in 17 quarters since. The position peaked at $355K in Q1 2024. 456 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • JFS Wealth Advisors held 253 shares of Mine Safety worth $44.2K as of Q2 2026.
  • JFS Wealth Advisors left its Mine Safety share count unchanged in Q2 2026.
  • Mine Safety made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • JFS Wealth Advisors first reported a position in Mine Safety in Q4 2021 and has held it in 17 quarters since.
  • JFS Wealth Advisors's Mine Safety position peaked at $355K in Q1 2024.
  • 456 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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