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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

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

Assenagon Asset Management

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

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

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM