JFS Wealth Advisors
NHC icon

JFS Wealth Advisors’s National Healthcare NHC Stock Holding History

JFS Wealth Advisors’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$441 Hold
2
– – ﹤0.01% 1926
2026
Q2 		$425 Buy
+2
New +$367 ﹤0.01% 1986

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

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

JFS Wealth Advisors held its National Healthcare (NHC) position steady in Q3 2026 at 2 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

JFS Wealth Advisors first reported a position in NHC in Q2 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold NHC as of Q3 2026.

  • JFS Wealth Advisors held 2 shares of National Healthcare worth $441 as of Q3 2026.
  • JFS Wealth Advisors left its National Healthcare share count unchanged in Q3 2026.
  • National Healthcare made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1926 holding.
  • JFS Wealth Advisors first reported a position in National Healthcare in Q2 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held National Healthcare as of Q3 2026.

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