JFS Wealth Advisors
MTH icon

JFS Wealth Advisors’s Meritage Homes MTH Stock Holding History

JFS Wealth Advisors’s Portfolio MTH Stock Details MTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2
Closed -$168 – 2276
2026
Q2 		$168 Buy
+2
New +$137 ﹤0.01% 2177

Other funds holding MTH

GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Security National Bank
Security National Bank Omaha, Nebraska $865M AUM 30.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

JFS Wealth Advisors's MTH Position: Q3 2026 in Review

JFS Wealth Advisors sold out of Meritage Homes (MTH) in Q3 2026, closing a stake of 2 shares — an estimated $168 sold.

JFS Wealth Advisors first reported a position in MTH in Q2 2026 and held it in 1 quarter. The position peaked at $168 in Q2 2026. 117 funds tracked by Wall St. Rank hold MTH as of Q3 2026.

  • JFS Wealth Advisors reported no remaining Meritage Homes position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 Meritage Homes shares in Q3 2026, an estimated $168.
  • JFS Wealth Advisors first reported a position in Meritage Homes in Q2 2026 and held it in 1 quarter.
  • JFS Wealth Advisors's Meritage Homes position peaked at $168 in Q2 2026.
  • 117 funds tracked by Wall St. Rank held Meritage Homes as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.