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JFS Wealth Advisors’s Shake Shack SHAK Stock Holding History

JFS Wealth Advisors’s Portfolio SHAK Stock Details SHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785 Buy
14
+3
+27% +$226 ﹤0.01% 1865
2026
Q1 		$974 Buy
11
+4
+57% +$368 ﹤0.01% 1678
2025
Q4 		$569 Buy
7
+4
+133% +$353 ﹤0.01% 1782
2025
Q3 		$281 Sell
3
-3
-50% -$345 ﹤0.01% 1817
2025
Q2 		$844 Sell
6
-5
-45% -$545 ﹤0.01% 1608
2025
Q1 		$970 Hold
11
– – ﹤0.01% 1652
2024
Q4 		$1.43K Hold
11
– – ﹤0.01% 1597
2024
Q3 		$1.14K Buy
11
+4
+57% +$385 ﹤0.01% 1667
2024
Q2 		$630 Buy
7
+4
+133% +$390 ﹤0.01% 1769
2024
Q1 		$313 Hold
3
– – ﹤0.01% 1855
2023
Q4 		$223 Sell
3
-1
-25% -$61 ﹤0.01% 1893
2023
Q3 		$233 Hold
4
– – ﹤0.01% 1843
2023
Q2 		$311 Buy
4
+2
+100% +$128 ﹤0.01% 1827
2023
Q1 		$111 Hold
2
– – ﹤0.01% 1882
2022
Q4 		$83 Sell
2
-3
-60% -$146 ﹤0.01% 1894
2022
Q3 		$0 Buy
5
+4
+400% +$192 ﹤0.01% 1912
2022
Q2 		$0 Buy
+1
New +$51 ﹤0.01% 1918

Other funds holding SHAK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JFS Wealth Advisors increased its Shake Shack (SHAK) stake by 27% in Q2 2026, buying an estimated $226 and bringing the position to 14 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

JFS Wealth Advisors first reported a position in SHAK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.43K in Q4 2024. 339 funds tracked by Wall St. Rank hold SHAK as of Q2 2026.

  • JFS Wealth Advisors held 14 shares of Shake Shack worth $785 as of Q2 2026.
  • JFS Wealth Advisors bought 3 Shake Shack shares in Q2 2026, an estimated $226.
  • Shake Shack made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1865 holding.
  • JFS Wealth Advisors first reported a position in Shake Shack in Q2 2022 and has held it in 17 quarters since.
  • JFS Wealth Advisors's Shake Shack position peaked at $1.43K in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Shake Shack as of Q2 2026.

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