JFS Wealth Advisors’s Rollins ROL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9K	Buy	285 +27	+10%	+$1.38K	﹤0.01%	940
2026 Q1	$13.8K	Buy	258 +12	+5%	+$714	﹤0.01%	837
2025 Q4	$14.8K	Buy	246 +75	+44%	+$4.41K	﹤0.01%	852
2025 Q3	$10K	Hold	171	–	–	﹤0.01%	899
2025 Q2	$9.65K	Hold	171	–	–	﹤0.01%	873
2025 Q1	$9.24K	Sell	171 -317	-65%	-$15.9K	﹤0.01%	905
2024 Q4	$22.6K	Hold	488	–	–	﹤0.01%	612
2024 Q3	$24.7K	Buy	488 +4	+0.8%	+$198	﹤0.01%	601
2024 Q2	$23.6K	Buy	484 +317	+190%	+$14.6K	﹤0.01%	567
2024 Q1	$7.73K	Hold	167	–	–	﹤0.01%	905
2023 Q4	$7.29K	Hold	167	–	–	﹤0.01%	898
2023 Q3	$6.24K	Hold	167	–	–	﹤0.01%	900
2023 Q2	$7.15K	Hold	167	–	–	﹤0.01%	853
2023 Q1	$6.27K	Sell	167 -24	-13%	-$866	﹤0.01%	900
2022 Q4	$6.98K	Buy	191 +6	+3%	+$233	﹤0.01%	858
2022 Q3	$6K	Sell	185 -16	-8%	-$577	﹤0.01%	940
2022 Q2	$7K	Buy	201 +90	+81%	+$3.09K	﹤0.01%	894
2022 Q1	$4K	Buy	111 +77	+226%	+$2.5K	﹤0.01%	1170
2021 Q4	$1K	Buy	+34	New	+$1.19K	﹤0.01%	1535

Other funds holding ROL

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return