JFS Wealth Advisors’s MYR Group MYRG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.01K	Buy	16 +2	+14%	+$821	﹤0.01%	1104
2026 Q1	$3.95K	Buy	14 +1	+8%	+$260	﹤0.01%	1277
2025 Q4	$2.84K	Buy	13 +4	+44%	+$871	﹤0.01%	1437
2025 Q3	$1.87K	Hold	9	–	–	﹤0.01%	1455
2025 Q2	$1.63K	Buy	+9	New	+$1.32K	﹤0.01%	1444
2025 Q1	–	Sell	-10	Closed	-$1.49K	–	1972
2024 Q4	$1.49K	Buy	+10	New	+$1.4K	﹤0.01%	1579
2024 Q3	–	Sell	-1	Closed	-$136	–	2000
2024 Q2	$136	Hold	1	–	–	﹤0.01%	1912
2024 Q1	$177	Hold	1	–	–	﹤0.01%	1904
2023 Q4	$145	Sell	1 -3	-75%	-$387	﹤0.01%	1932
2023 Q3	$540	Buy	4 +3	+300%	+$424	﹤0.01%	1736
2023 Q2	$139	Buy	+1	New	+$131	﹤0.01%	1908

Other funds holding MYRG

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Handelsbanken Fonder

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

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

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

Planned Solutions Folsom, California $348M AUM 23.38% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return