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JFS Wealth Advisors’s Construction Partners ROAD Stock Holding History

JFS Wealth Advisors’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.43K Buy
12
+2
+20% +$237 ﹤0.01% 1711
2026
Q1 		$1.11K Sell
10
-8
-44% -$959 ﹤0.01% 1652
2025
Q4 		$1.95K Sell
18
-3
-14% -$338 ﹤0.01% 1551
2025
Q3 		$2.67K Hold
21
– – ﹤0.01% 1358
2025
Q2 		$2.23K Hold
21
– – ﹤0.01% 1366
2025
Q1 		$1.51K Hold
21
– – ﹤0.01% 1561
2024
Q4 		$1.86K Buy
21
+2
+11% +$174 ﹤0.01% 1508
2024
Q3 		$1.33K Buy
19
+8
+73% +$493 ﹤0.01% 1631
2024
Q2 		$608 Buy
11
+9
+450% +$498 ﹤0.01% 1776
2024
Q1 		$113 Hold
2
– – ﹤0.01% 1939
2023
Q4 		$88 Buy
+2
New +$82 ﹤0.01% 1958

Other funds holding ROAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's ROAD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Construction Partners (ROAD) stake by 20% in Q2 2026, buying an estimated $237 and bringing the position to 12 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

JFS Wealth Advisors first reported a position in ROAD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67K in Q3 2025. 362 funds tracked by Wall St. Rank hold ROAD as of Q2 2026.

  • JFS Wealth Advisors held 12 shares of Construction Partners worth $1.43K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Construction Partners shares in Q2 2026, an estimated $237.
  • Construction Partners made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1711 holding.
  • JFS Wealth Advisors first reported a position in Construction Partners in Q4 2023 and has held it in 11 quarters since.
  • JFS Wealth Advisors's Construction Partners position peaked at $2.67K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Construction Partners as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.