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JFS Wealth Advisors’s Patrick Industries PATK Stock Holding History

JFS Wealth Advisors’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.23K Buy
36
+3
+9% +$286 ﹤0.01% 1453
2026
Q1 		$3.67K Buy
33
+3
+10% +$371 ﹤0.01% 1301
2025
Q4 		$3.25K Buy
30
+14
+88% +$1.47K ﹤0.01% 1399
2025
Q3 		$1.66K Hold
16
– – ﹤0.01% 1487
2025
Q2 		$1.48K Sell
16
-12
-43% -$1.02K ﹤0.01% 1471
2025
Q1 		$2.37K Buy
28
+13
+87% +$1.17K ﹤0.01% 1408
2024
Q4 		$1.25K Buy
15
+1
+7% +$89 ﹤0.01% 1631
2024
Q3 		$1.28K Buy
14
+2
+17% +$168 ﹤0.01% 1640
2024
Q2 		$869 Hold
12
– – ﹤0.01% 1696
2024
Q1 		$956 Hold
12
– – ﹤0.01% 1672
2023
Q4 		$803 Buy
12
+1
+9% +$55 ﹤0.01% 1696
2023
Q3 		$526 Hold
11
– – ﹤0.01% 1741
2023
Q2 		$560 Sell
11
-1
-8% -$47 ﹤0.01% 1739
2023
Q1 		$551 Buy
12
+3
+33% +$139 ﹤0.01% 1710
2022
Q4 		$364 Buy
9
+6
+200% +$209 ﹤0.01% 1779
2022
Q3 		$0 Sell
3
-2
-40% -$73 ﹤0.01% 1872
2022
Q2 		$0 Sell
5
-1
-17% -$40 ﹤0.01% 1885
2022
Q1 		$0 Buy
6
+3
+100% +$138 ﹤0.01% 1924
2021
Q4 		$0 Buy
+3
New +$161 ﹤0.01% 1835

Other funds holding PATK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JFS Wealth Advisors increased its Patrick Industries (PATK) stake by 9.1% in Q2 2026, buying an estimated $286 and bringing the position to 36 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

JFS Wealth Advisors first reported a position in PATK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.67K in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

  • JFS Wealth Advisors held 36 shares of Patrick Industries worth $3.23K as of Q2 2026.
  • JFS Wealth Advisors bought 3 Patrick Industries shares in Q2 2026, an estimated $286.
  • Patrick Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1453 holding.
  • JFS Wealth Advisors first reported a position in Patrick Industries in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Patrick Industries position peaked at $3.67K in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

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