JFS Wealth Advisors’s Gibraltar Industries ROCK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$406	Buy	9 +8	+800%	+$313	﹤0.01%	2003
2026 Q1	$40	Sell	1 -33	-97%	-$1.59K	﹤0.01%	1866
2025 Q4	$1.68K	Buy	34 +8	+31%	+$458	﹤0.01%	1599
2025 Q3	$1.63K	Hold	26	–	–	﹤0.01%	1491
2025 Q2	$1.53K	Buy	26 +1	+4%	+$57	﹤0.01%	1460
2025 Q1	$1.47K	Sell	25 -1	-4%	-$62	﹤0.01%	1571
2024 Q4	$1.53K	Hold	26	–	–	﹤0.01%	1572
2024 Q3	$1.82K	Buy	26 +1	+4%	+$70	﹤0.01%	1528
2024 Q2	$1.71K	Hold	25	–	–	﹤0.01%	1503
2024 Q1	$2.01K	Hold	25	–	–	﹤0.01%	1436
2023 Q4	$1.98K	Hold	25	–	–	﹤0.01%	1446
2023 Q3	$1.69K	Hold	25	–	–	﹤0.01%	1428
2023 Q2	$1.57K	Hold	25	–	–	﹤0.01%	1471
2023 Q1	$1.21K	Sell	25 -3	-11%	-$153	﹤0.01%	1527
2022 Q4	$1.28K	Buy	28 +2	+8%	+$96	﹤0.01%	1533
2022 Q3	$1K	Sell	26 -1	-4%	-$43	﹤0.01%	1631
2022 Q2	$1K	Buy	27 +19	+238%	+$775	﹤0.01%	1624
2022 Q1	$0	Buy	8 +1	+14%	+$53	﹤0.01%	1944
2021 Q4	$0	Buy	+7	New	+$500	﹤0.01%	1856

Other funds holding ROCK

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return