JFS Wealth Advisors’s Park National Corp PRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83K	Hold	10	–	–	﹤0.01%	1636
2026 Q1	$1.64K	Buy	10 +2	+25%	+$327	﹤0.01%	1565
2025 Q4	$1.22K	Buy	8 +3	+60%	+$472	﹤0.01%	1671
2025 Q3	$813	Hold	5	–	–	﹤0.01%	1665
2025 Q2	$837	Sell	5 -5	-50%	-$788	﹤0.01%	1613
2025 Q1	$1.51K	Buy	10 +1	+11%	+$164	﹤0.01%	1558
2024 Q4	$1.54K	Buy	9 +3	+50%	+$542	﹤0.01%	1570
2024 Q3	$1.01K	Hold	6	–	–	﹤0.01%	1694
2024 Q2	$855	Hold	6	–	–	﹤0.01%	1700
2024 Q1	$816	Buy	6 +1	+20%	+$130	﹤0.01%	1700
2023 Q4	$665	Sell	5 -2	-29%	-$222	﹤0.01%	1748
2023 Q3	$662	Sell	7 -1	-13%	-$104	﹤0.01%	1688
2023 Q2	$819	Hold	8	–	–	﹤0.01%	1660
2023 Q1	$949	Sell	8 -2	-20%	-$256	﹤0.01%	1595
2022 Q4	$1.41K	Hold	10	–	–	﹤0.01%	1506
2022 Q3	$1K	Buy	10 +5	+100%	+$647	﹤0.01%	1623
2022 Q2	$1K	Sell	5 -2	-29%	-$241	﹤0.01%	1614
2022 Q1	$1K	Buy	7 +5	+250%	+$674	﹤0.01%	1709
2021 Q4	$0	Buy	+2	New	+$266	﹤0.01%	1843
2018 Q2	–	Sell	-8	Closed	-$1K	–	531
2018 Q1	$1K	Buy	+8	New	+$837	﹤0.01%	503

Other funds holding PRK

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Handelsbanken Fonder

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

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return