JFS Wealth Advisors’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37K	Hold	20	–	–	﹤0.01%	1723
2026 Q1	$1.09K	Sell	20 -17	-46%	-$1.06K	﹤0.01%	1654
2025 Q4	$2.34K	Buy	+37	New	+$2.44K	﹤0.01%	1500
2025 Q1	–	Sell	-1	Closed	-$58	–	1979
2024 Q4	$58	Sell	1 -20	-95%	-$1.39K	﹤0.01%	1906
2024 Q3	$1.75K	Sell	21 -4	-16%	-$325	﹤0.01%	1545
2024 Q2	$1.96K	Buy	25 +2	+9%	+$169	﹤0.01%	1438
2024 Q1	$2.3K	Hold	23	–	–	﹤0.01%	1391
2023 Q4	$2.18K	Sell	23 -12	-34%	-$1.1K	﹤0.01%	1394
2023 Q3	$3.65K	Sell	35 -3	-8%	-$356	﹤0.01%	1127
2023 Q2	$4.6K	Sell	38 -4	-10%	-$442	﹤0.01%	1044
2023 Q1	$4.65K	Buy	42 +2	+5%	+$222	﹤0.01%	1014
2022 Q4	$4.04K	Sell	40 -6	-13%	-$625	﹤0.01%	1077
2022 Q3	$4K	Buy	46 +12	+35%	+$1.34K	﹤0.01%	1096
2022 Q2	$3K	Buy	34 +3	+10%	+$311	﹤0.01%	1219
2022 Q1	$3K	Buy	31 +19	+158%	+$2.17K	﹤0.01%	1296
2021 Q4	$1K	Buy	+12	New	+$1.41K	﹤0.01%	1507
2021 Q1	–	Sell	-58	Closed	-$6K	–	619
2020 Q4	$6K	Hold	58	–	–	﹤0.01%	455
2020 Q3	$5K	Hold	58	–	–	﹤0.01%	449
2020 Q2	$5K	Hold	58	–	–	﹤0.01%	432
2020 Q1	$3K	Hold	58	–	–	﹤0.01%	418
2019 Q4	$6K	Hold	58	–	–	﹤0.01%	397
2019 Q3	$5K	Hold	58	–	–	﹤0.01%	403
2019 Q2	$5K	Hold	58	–	–	﹤0.01%	404
2019 Q1	$5K	Hold	58	–	–	﹤0.01%	394
2018 Q4	$4K	Hold	58	–	–	﹤0.01%	398
2018 Q3	$6K	Hold	58	–	–	﹤0.01%	449
2018 Q2	$7K	Buy	+58	New	+$6.79K	﹤0.01%	394

Other funds holding PII

Handelsbanken Fonder

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

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Wynn Capital Augusta, Georgia $224M AUM 31.2% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Assenagon Asset Management

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