JFS Wealth Advisors
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JFS Wealth Advisors’s Repligen RGEN Stock Holding History

JFS Wealth Advisors’s Portfolio RGEN Stock Details RGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$769 Hold
4
– – ﹤0.01% 1843
2026
Q2 		$546 Buy
+4
New +$491 ﹤0.01% 1941
2026
Q1 		– Sell
-11
Closed -$1.8K – 1938
2025
Q4 		$1.8K Buy
11
+7
+175% +$1.1K ﹤0.01% 1579
2025
Q3 		$535 Sell
4
-5
-56% -$607 ﹤0.01% 1750
2025
Q2 		$1.12K Sell
9
-1
-10% -$127 ﹤0.01% 1547
2025
Q1 		$1.27K Buy
10
+5
+100% +$770 ﹤0.01% 1601
2024
Q4 		$720 Sell
5
-1
-17% -$143 ﹤0.01% 1732
2024
Q3 		$893 Buy
+6
New +$860 ﹤0.01% 1720
2024
Q2 		– Sell
-14
Closed -$2.58K – 2035
2024
Q1 		$2.58K Buy
14
+6
+75% +$1.14K ﹤0.01% 1348
2023
Q4 		$1.44K Sell
8
-11
-58% -$1.71K ﹤0.01% 1547
2023
Q3 		$3.02K Buy
19
+3
+19% +$490 ﹤0.01% 1209
2023
Q2 		$2.26K Sell
16
-2
-11% -$321 ﹤0.01% 1337
2023
Q1 		$3.03K Sell
18
-3
-14% -$535 ﹤0.01% 1198
2022
Q4 		$3.56K Sell
21
-2
-9% -$363 ﹤0.01% 1131
2022
Q3 		$4K Buy
23
+13
+130% +$2.74K ﹤0.01% 1100
2022
Q2 		$2K Sell
10
-5
-33% -$791 ﹤0.01% 1377
2022
Q1 		$3K Buy
15
+8
+114% +$1.52K ﹤0.01% 1307
2021
Q4 		$2K Buy
+7
New +$1.89K ﹤0.01% 1146
2021
Q2 		– Sell
-15
Closed -$3K – 632
2021
Q1 		$3K Buy
+15
New +$3.08K ﹤0.01% 521

Other funds holding RGEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

JFS Wealth Advisors held its Repligen (RGEN) position steady in Q3 2026 at 4 shares worth $769. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

JFS Wealth Advisors first reported a position in RGEN in Q1 2021 and has held it in 19 quarters since. The position peaked at $4K in Q3 2022. 403 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

  • JFS Wealth Advisors held 4 shares of Repligen worth $769 as of Q3 2026.
  • JFS Wealth Advisors left its Repligen share count unchanged in Q3 2026.
  • Repligen made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1843 holding.
  • JFS Wealth Advisors first reported a position in Repligen in Q1 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Repligen position peaked at $4K in Q3 2022.
  • 403 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

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