JWA
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JFS Wealth Advisors’s Plexus PLXS Stock Holding History

JFS Wealth Advisors’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Buy
41
+5
+14% +$1.3K ﹤0.01% 924
2026
Q1 		$7.29K Sell
36
-1
-3% -$190 ﹤0.01% 1066
2025
Q4 		$5.44K Buy
37
+8
+28% +$1.17K ﹤0.01% 1206
2025
Q3 		$4.2K Hold
29
– – ﹤0.01% 1191
2025
Q2 		$3.92K Hold
29
– – ﹤0.01% 1169
2025
Q1 		$3.72K Hold
29
– – ﹤0.01% 1242
2024
Q4 		$4.54K Hold
29
– – ﹤0.01% 1160
2024
Q3 		$3.96K Buy
29
+1
+4% +$121 ﹤0.01% 1202
2024
Q2 		$2.89K Hold
28
– – ﹤0.01% 1292
2024
Q1 		$2.65K Sell
28
-1
-3% -$96 ﹤0.01% 1340
2023
Q4 		$3.14K Buy
29
+1
+4% +$100 ﹤0.01% 1240
2023
Q3 		$2.6K Buy
28
+1
+4% +$97 ﹤0.01% 1257
2023
Q2 		$2.65K Sell
27
-4
-13% -$367 ﹤0.01% 1275
2023
Q1 		$3.02K Sell
31
-2
-6% -$201 ﹤0.01% 1201
2022
Q4 		$3.4K Hold
33
– – ﹤0.01% 1152
2022
Q3 		$3K Buy
33
+6
+22% +$535 ﹤0.01% 1220
2022
Q2 		$2K Buy
27
+8
+42% +$649 ﹤0.01% 1369
2022
Q1 		$2K Buy
19
+9
+90% +$749 ﹤0.01% 1471
2021
Q4 		$1K Buy
+10
New +$923 ﹤0.01% 1512

Other funds holding PLXS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

JFS Wealth Advisors increased its Plexus (PLXS) stake by 14% in Q2 2026, buying an estimated $1.3K and bringing the position to 41 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

JFS Wealth Advisors first reported a position in PLXS in Q4 2021 and has held it in 19 quarters since. 446 funds tracked by Wall St. Rank hold PLXS as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of Plexus worth $12.3K as of Q2 2026.
  • JFS Wealth Advisors bought 5 Plexus shares in Q2 2026, an estimated $1.3K.
  • Plexus made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #924 holding.
  • JFS Wealth Advisors first reported a position in Plexus in Q4 2021 and has held it in 19 quarters since.
  • 446 funds tracked by Wall St. Rank held Plexus as of Q2 2026.

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