JFS Wealth Advisors’s RXO RXO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$690	Buy	+25	New	+$552	﹤0.01%	1897
2025 Q2	–	Sell	-84	Closed	-$1.6K	–	1952
2025 Q1	$1.6K	Sell	84 -7	-8%	-$153	﹤0.01%	1537
2024 Q4	$2.17K	Hold	91	–	–	﹤0.01%	1445
2024 Q3	$2.55K	Buy	91 +2	+2%	+$56	﹤0.01%	1385
2024 Q2	$2.33K	Sell	89 -1	-1%	-$21	﹤0.01%	1378
2024 Q1	$1.97K	Hold	90	–	–	﹤0.01%	1449
2023 Q4	$2.09K	Sell	90 -131	-59%	-$2.64K	﹤0.01%	1411
2023 Q3	$4.36K	Buy	221 +132	+148%	+$2.6K	﹤0.01%	1046
2023 Q2	$2.02K	Hold	89	–	–	﹤0.01%	1384
2023 Q1	$1.75K	Buy	89 +23	+35%	+$441	﹤0.01%	1415
2022 Q4	$1.14K	Buy	+66	New	+$1.17K	﹤0.01%	1567

Other funds holding RXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in RXO (RXO) in Q2 2026: 25 shares worth $690. The stake represents ﹤0.01% of the portfolio and ranks #1897 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in RXO as recently as Q1 2025.

JFS Wealth Advisors first reported a position in RXO in Q4 2022 and has held it in 11 quarters since. The position peaked at $4.36K in Q3 2023. 304 funds tracked by Wall St. Rank hold RXO as of Q2 2026.

JFS Wealth Advisors held 25 shares of RXO worth $690 as of Q2 2026.
RXO was a new JFS Wealth Advisors position in Q2 2026.
RXO made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1897 holding.
JFS Wealth Advisors first reported a position in RXO in Q4 2022 and has held it in 11 quarters since.
JFS Wealth Advisors's RXO position peaked at $4.36K in Q3 2023.
304 funds tracked by Wall St. Rank held RXO as of Q2 2026.

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