JFS Wealth Advisors
ROG icon

JFS Wealth Advisors’s Rogers Corp ROG Stock Holding History

JFS Wealth Advisors’s Portfolio ROG Stock Details ROG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$306 Sell
2
-1
-33% -$133 ﹤0.01% 2012
2026
Q2 		$492 Buy
+3
New +$412 ﹤0.01% 1953
2024
Q3 		– Sell
-2
Closed -$242 – 2013
2024
Q2 		$242 Hold
2
– – ﹤0.01% 1884
2024
Q1 		$238 Hold
2
– – ﹤0.01% 1880
2023
Q4 		$265 Sell
2
-1
-33% -$128 ﹤0.01% 1873
2023
Q3 		$395 Buy
+3
New +$448 ﹤0.01% 1780

Other funds holding ROG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Rogers Corp (ROG) stake by 33% in Q3 2026, selling an estimated $133 and leaving 2 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

JFS Wealth Advisors first reported a position in ROG in Q3 2023 and has held it in 6 quarters since. The position peaked at $492 in Q2 2026. 134 funds tracked by Wall St. Rank hold ROG as of Q3 2026.

  • JFS Wealth Advisors held 2 shares of Rogers Corp worth $306 as of Q3 2026.
  • JFS Wealth Advisors sold 1 Rogers Corp share in Q3 2026, an estimated $133.
  • Rogers Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2012 holding.
  • JFS Wealth Advisors first reported a position in Rogers Corp in Q3 2023 and has held it in 6 quarters since.
  • JFS Wealth Advisors's Rogers Corp position peaked at $492 in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Rogers Corp as of Q3 2026.

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