JFS Wealth Advisors’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.3K	Hold	205	–	–	﹤0.01%	862
2026 Q1	$15.2K	Buy	205 +7	+4%	+$556	﹤0.01%	811
2025 Q4	$16.5K	Buy	198 +48	+32%	+$3.84K	﹤0.01%	806
2025 Q3	$11.3K	Hold	150	–	–	﹤0.01%	860
2025 Q2	$10.4K	Buy	150 +12	+9%	+$737	﹤0.01%	855
2025 Q1	$8.67K	Hold	138	–	–	﹤0.01%	924
2024 Q4	$9.76K	Hold	138	–	–	﹤0.01%	858
2024 Q3	$8.64K	Buy	138 +4	+3%	+$228	﹤0.01%	906
2024 Q2	$7.49K	Hold	134	–	–	﹤0.01%	889
2024 Q1	$6.96K	Hold	134	–	–	﹤0.01%	955
2023 Q4	$6.16K	Sell	134 -13	-9%	-$535	﹤0.01%	972
2023 Q3	$6.02K	Buy	147 +16	+12%	+$674	﹤0.01%	916
2023 Q2	$5.19K	Hold	131	–	–	﹤0.01%	986
2023 Q1	$5.14K	Sell	131 -15	-10%	-$631	﹤0.01%	975
2022 Q4	$5.66K	Sell	146 -12	-8%	-$475	﹤0.01%	944
2022 Q3	$5K	Buy	158 +86	+119%	+$3.38K	﹤0.01%	1006
2022 Q2	$3K	Sell	72 -45	-38%	-$1.87K	﹤0.01%	1234
2022 Q1	$5K	Buy	117 +67	+134%	+$3.22K	﹤0.01%	1064
2021 Q4	$2K	Buy	+50	New	+$2.43K	﹤0.01%	1155

Other funds holding SF

Assenagon Asset Management

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

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

Handelsbanken Fonder

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

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return