JFS Wealth Advisors’s Madison Square Garden MSGS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.64K	Buy	24 +4	+20%	+$1.42K	﹤0.01%	1022
2026 Q1	$6.43K	Buy	20 +1	+5%	+$298	﹤0.01%	1109
2025 Q4	$4.92K	Buy	19 +4	+27%	+$910	﹤0.01%	1239
2025 Q3	$3.4K	Hold	15	–	–	﹤0.01%	1272
2025 Q2	$3.13K	Sell	15 -2	-12%	-$385	﹤0.01%	1259
2025 Q1	$3.31K	Buy	17 +2	+13%	+$413	﹤0.01%	1283
2024 Q4	$3.39K	Hold	15	–	–	﹤0.01%	1278
2024 Q3	$3.12K	Hold	15	–	–	﹤0.01%	1299
2024 Q2	$2.82K	Hold	15	–	–	﹤0.01%	1299
2024 Q1	$2.77K	Hold	15	–	–	﹤0.01%	1322
2023 Q4	$2.73K	Sell	15 -2	-12%	-$346	﹤0.01%	1302
2023 Q3	$3K	Buy	17 +1	+6%	+$188	﹤0.01%	1211
2023 Q2	$3.01K	Sell	16 -2	-11%	-$378	﹤0.01%	1228
2023 Q1	$3.51K	Buy	18 +5	+38%	+$931	﹤0.01%	1135
2022 Q4	$2.38K	Sell	13 -2	-13%	-$314	﹤0.01%	1305
2022 Q3	$2K	Sell	15 -5	-25%	-$776	﹤0.01%	1353
2022 Q2	$3K	Buy	20 +4	+25%	+$649	﹤0.01%	1206
2022 Q1	$3K	Buy	16 +7	+78%	+$1.19K	﹤0.01%	1279
2021 Q4	$2K	Buy	9 +4	+80%	+$726	﹤0.01%	1111
2021 Q3	$1K	Buy	+5	New	+$856	﹤0.01%	812

Other funds holding MSGS

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return