JFS Wealth Advisors’s Rezolve AI RZLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-250	Closed	-$1.25K	–	1986
2025 Q3	$1.25K	Buy	+250	New	+$984	﹤0.01%	1567

Other funds holding RZLV

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFS Wealth Advisors's RZLV Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Rezolve AI (RZLV) in Q4 2025, closing a stake of 250 shares — an estimated $1.25K sold.

JFS Wealth Advisors first reported a position in RZLV in Q3 2025 and held it in 1 quarter. The position peaked at $1.25K in Q3 2025. 128 funds tracked by Wall St. Rank hold RZLV as of Q4 2025.

JFS Wealth Advisors reported no remaining Rezolve AI position as of Q4 2025 after selling out during the quarter.
JFS Wealth Advisors sold 250 Rezolve AI shares in Q4 2025, an estimated $1.25K.
JFS Wealth Advisors first reported a position in Rezolve AI in Q3 2025 and held it in 1 quarter.
JFS Wealth Advisors's Rezolve AI position peaked at $1.25K in Q3 2025.
128 funds tracked by Wall St. Rank held Rezolve AI as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.