JWA
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JFS Wealth Advisors’s Post Holdings POST Stock Holding History

JFS Wealth Advisors’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.86K Buy
55
+4
+8% +$390 ﹤0.01% 1280
2026
Q1 		$5.04K Sell
51
-28
-35% -$2.85K ﹤0.01% 1197
2025
Q4 		$7.83K Buy
79
+20
+34% +$2.07K ﹤0.01% 1065
2025
Q3 		$6.34K Hold
59
– – ﹤0.01% 1035
2025
Q2 		$6.43K Hold
59
– – ﹤0.01% 996
2025
Q1 		$6.87K Hold
59
– – ﹤0.01% 1004
2024
Q4 		$6.75K Hold
59
– – ﹤0.01% 1002
2024
Q3 		$6.83K Buy
59
+2
+4% +$224 ﹤0.01% 999
2024
Q2 		$5.94K Hold
57
– – ﹤0.01% 994
2024
Q1 		$6.06K Hold
57
– – ﹤0.01% 1035
2023
Q4 		$5.02K Buy
57
+2
+4% +$170 ﹤0.01% 1052
2023
Q3 		$4.72K Hold
55
– – ﹤0.01% 1010
2023
Q2 		$4.77K Hold
55
– – ﹤0.01% 1024
2023
Q1 		$4.94K Sell
55
-4
-7% -$364 ﹤0.01% 993
2022
Q4 		$5.33K Sell
59
-2
-3% -$178 ﹤0.01% 968
2022
Q3 		$5K Buy
61
+4
+7% +$346 ﹤0.01% 1003
2022
Q2 		$5K Buy
57
+2
+4% +$155 ﹤0.01% 1003
2022
Q1 		$4K Buy
55
+23
+72% +$1.61K ﹤0.01% 1167
2021
Q4 		$2K Buy
+32
New +$2.19K ﹤0.01% 1137

Other funds holding POST

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return