JFS Wealth Advisors’s Sunrun RUN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18K	Buy	88 +49	+126%	+$661	﹤0.01%	1764
2026 Q1	$529	Buy	39 +4	+11%	+$67	﹤0.01%	1767
2025 Q4	$644	Buy	+35	New	+$671	﹤0.01%	1769
2025 Q2	–	Sell	-11	Closed	-$65	–	1951
2025 Q1	$65	Sell	11 -4	-27%	-$33	﹤0.01%	1891
2024 Q4	$139	Sell	15 -84	-85%	-$1.04K	﹤0.01%	1869
2024 Q3	$1.79K	Buy	99 +81	+450%	+$1.44K	﹤0.01%	1533
2024 Q2	$214	Hold	18	–	–	﹤0.01%	1891
2024 Q1	$238	Buy	18 +6	+50%	+$82	﹤0.01%	1881
2023 Q4	$236	Buy	12 +8	+200%	+$101	﹤0.01%	1889
2023 Q3	$51	Sell	4 -89	-96%	-$1.46K	﹤0.01%	1931
2023 Q2	$1.66K	Buy	93 +79	+564%	+$1.47K	﹤0.01%	1453
2023 Q1	$283	Sell	14 -106	-88%	-$2.47K	﹤0.01%	1789
2022 Q4	$2.88K	Sell	120 -22	-15%	-$587	﹤0.01%	1229
2022 Q3	$4K	Buy	142 +86	+154%	+$2.67K	﹤0.01%	1101
2022 Q2	$1K	Sell	56 -42	-43%	-$1.01K	﹤0.01%	1625
2022 Q1	$3K	Buy	98 +62	+172%	+$1.73K	﹤0.01%	1310
2021 Q4	$1K	Buy	+36	New	+$1.69K	﹤0.01%	1536

Other funds holding RUN

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

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

REX Advisers Fairfield, Connecticut $37.3M AUM

Assenagon Asset Management

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

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

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

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return

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