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JFS Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History

JFS Wealth Advisors’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121 Buy
+8
New +$126 ﹤0.01% 2213
2022
Q4 		– Sell
-11
Closed – – 1991
2022
Q3 		$0 Sell
11
-29
-73% -$619 ﹤0.01% 1914
2022
Q2 		$1K Buy
40
+14
+54% +$316 ﹤0.01% 1633
2022
Q1 		$1K Buy
26
+12
+86% +$271 ﹤0.01% 1724
2021
Q4 		$0 Buy
+14
New +$393 ﹤0.01% 1871

Other funds holding SHEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Shenandoah Telecom (SHEN) in Q2 2026: 8 shares worth $121. The stake represents ﹤0.01% of the portfolio and ranks #2213 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in SHEN as recently as Q3 2022.

JFS Wealth Advisors first reported a position in SHEN in Q4 2021 and has held it in 5 quarters since. The position peaked at $1K in Q2 2022. 184 funds tracked by Wall St. Rank hold SHEN as of Q2 2026.

  • JFS Wealth Advisors held 8 shares of Shenandoah Telecom worth $121 as of Q2 2026.
  • Shenandoah Telecom was a new JFS Wealth Advisors position in Q2 2026.
  • Shenandoah Telecom made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2213 holding.
  • JFS Wealth Advisors first reported a position in Shenandoah Telecom in Q4 2021 and has held it in 5 quarters since.
  • JFS Wealth Advisors's Shenandoah Telecom position peaked at $1K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2026.

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