JWA
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JFS Wealth Advisors’s Insperity NSP Stock Holding History

JFS Wealth Advisors’s Portfolio NSP Stock Details NSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248 Buy
+6
New +$197 ﹤0.01% 2105
2026
Q1 		– Sell
-5
Closed -$194 – 1930
2025
Q4 		$194 Buy
5
+4
+400% +$160 ﹤0.01% 1867
2025
Q3 		$50 Sell
1
-23
-96% -$1.26K ﹤0.01% 1867
2025
Q2 		$1.44K Sell
24
-1
-4% -$70 ﹤0.01% 1477
2025
Q1 		$2.23K Sell
25
-2
-7% -$166 ﹤0.01% 1433
2024
Q4 		$2.09K Sell
27
-3
-10% -$243 ﹤0.01% 1461
2024
Q3 		$2.64K Sell
30
-7
-19% -$648 ﹤0.01% 1376
2024
Q2 		$3.38K Hold
37
– – ﹤0.01% 1224
2024
Q1 		$4.06K Sell
37
-7
-16% -$744 ﹤0.01% 1177
2023
Q4 		$5.16K Hold
44
– – ﹤0.01% 1048
2023
Q3 		$4.29K Hold
44
– – ﹤0.01% 1052
2023
Q2 		$5.24K Hold
44
– – ﹤0.01% 981
2023
Q1 		$5.35K Sell
44
-5
-10% -$585 ﹤0.01% 956
2022
Q4 		$5.57K Sell
49
-1
-2% -$113 ﹤0.01% 954
2022
Q3 		$5K Sell
50
-10
-17% -$1.07K ﹤0.01% 993
2022
Q2 		$6K Hold
60
– – ﹤0.01% 948
2022
Q1 		$6K Buy
60
+26
+76% +$2.59K ﹤0.01% 990
2021
Q4 		$4K Sell
34
-593
-95% -$70K ﹤0.01% 871
2021
Q3 		$69K Buy
+627
New +$64.4K 0.01% 373
2021
Q2 		– Sell
-5
Closed – – 626
2021
Q1 		$0 Sell
5
-56
-92% -$4.76K ﹤0.01% 614
2020
Q4 		$5K Buy
61
+46
+307% +$3.78K ﹤0.01% 470
2020
Q3 		$1K Buy
+15
New +$1K ﹤0.01% 537

Other funds holding NSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

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

JFS Wealth Advisors opened a new position in Insperity (NSP) in Q2 2026: 6 shares worth $248. The stake represents ﹤0.01% of the portfolio and ranks #2105 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in NSP as recently as Q4 2025.

JFS Wealth Advisors first reported a position in NSP in Q3 2020 and has held it in 22 quarters since. The position peaked at $69K in Q3 2021. 275 funds tracked by Wall St. Rank hold NSP as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of Insperity worth $248 as of Q2 2026.
  • Insperity was a new JFS Wealth Advisors position in Q2 2026.
  • Insperity made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2105 holding.
  • JFS Wealth Advisors first reported a position in Insperity in Q3 2020 and has held it in 22 quarters since.
  • JFS Wealth Advisors's Insperity position peaked at $69K in Q3 2021.
  • 275 funds tracked by Wall St. Rank held Insperity as of Q2 2026.

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