JFS Wealth Advisors
RGA icon

JFS Wealth Advisors’s Reinsurance Group of America RGA Stock Holding History

JFS Wealth Advisors’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.9K Hold
89
– – ﹤0.01% 735
2026
Q2 		$18.9K Buy
89
+4
+5% +$835 ﹤0.01% 783
2026
Q1 		$17.4K Buy
85
+2
+2% +$414 ﹤0.01% 773
2025
Q4 		$16.9K Buy
83
+18
+28% +$3.48K ﹤0.01% 803
2025
Q3 		$12.5K Buy
65
+2
+3% +$383 ﹤0.01% 833
2025
Q2 		$12.5K Sell
63
-1
-2% -$195 ﹤0.01% 796
2025
Q1 		$12.6K Hold
64
– – ﹤0.01% 803
2024
Q4 		$13.7K Hold
64
– – ﹤0.01% 760
2024
Q3 		$13.9K Buy
64
+2
+3% +$425 ﹤0.01% 738
2024
Q2 		$12.7K Hold
62
– – ﹤0.01% 719
2024
Q1 		$12K Hold
62
– – ﹤0.01% 762
2023
Q4 		$10K Buy
62
+1
+2% +$156 ﹤0.01% 772
2023
Q3 		$8.86K Hold
61
– – ﹤0.01% 769
2023
Q2 		$8.46K Hold
61
– – ﹤0.01% 781
2023
Q1 		$8.1K Sell
61
-6
-9% -$850 ﹤0.01% 792
2022
Q4 		$9.5K Sell
67
-201
-75% -$28.1K ﹤0.01% 730
2022
Q3 		$34K Sell
268
-11
-4% -$1.35K ﹤0.01% 455
2022
Q2 		$33K Buy
279
+37
+15% +$4.29K ﹤0.01% 481
2022
Q1 		$26K Buy
242
+24
+11% +$2.66K ﹤0.01% 544
2021
Q4 		$24K Buy
218
+18
+9% +$2K ﹤0.01% 535
2021
Q3 		$22K Buy
+200
New +$22.8K ﹤0.01% 531

Other funds holding RGA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

JFS Wealth Advisors's RGA Position: Q3 2026 in Review

JFS Wealth Advisors held its Reinsurance Group of America (RGA) position steady in Q3 2026 at 89 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

JFS Wealth Advisors first reported a position in RGA in Q3 2021 and has held it in 21 quarters since. The position peaked at $34K in Q3 2022. 390 funds tracked by Wall St. Rank hold RGA as of Q3 2026.

  • JFS Wealth Advisors held 89 shares of Reinsurance Group of America worth $21.9K as of Q3 2026.
  • JFS Wealth Advisors left its Reinsurance Group of America share count unchanged in Q3 2026.
  • Reinsurance Group of America made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #735 holding.
  • JFS Wealth Advisors first reported a position in Reinsurance Group of America in Q3 2021 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Reinsurance Group of America position peaked at $34K in Q3 2022.
  • 390 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.