JFS Wealth Advisors’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.82K	Hold	52	–	–	﹤0.01%	1029
2026 Q2	$12.7K	Hold	52	–	–	﹤0.01%	908
2026 Q1	$10.4K	Buy	52 +3	+6%	+$645	﹤0.01%	937
2025 Q4	$9.8K	Buy	49 +11	+29%	+$2.24K	﹤0.01%	986
2025 Q3	$7.1K	Hold	38	–	–	﹤0.01%	998
2025 Q2	$6.37K	Hold	38	–	–	﹤0.01%	1001
2025 Q1	$4.89K	Hold	38	–	–	﹤0.01%	1135
2024 Q4	$5.53K	Hold	38	–	–	﹤0.01%	1094
2024 Q3	$6.06K	Buy	38 +1	+3%	+$151	﹤0.01%	1050
2024 Q2	$5.26K	Hold	37	–	–	﹤0.01%	1050
2024 Q1	$4.56K	Hold	37	–	–	﹤0.01%	1137
2023 Q4	$3.74K	Buy	37 +1	+3%	+$87	﹤0.01%	1167
2023 Q3	$2.93K	Hold	36	–	–	﹤0.01%	1219
2023 Q2	$3.06K	Sell	36 -2	-5%	-$149	﹤0.01%	1221
2023 Q1	$2.68K	Sell	38 -1	-3%	-$71	﹤0.01%	1249
2022 Q4	$2.56K	Buy	39 +2	+5%	+$131	﹤0.01%	1273
2022 Q3	$2K	Buy	37 +13	+54%	+$744	﹤0.01%	1395
2022 Q2	$1K	Buy	24 +2	+9%	+$97	﹤0.01%	1642
2022 Q1	$1K	Buy	22 +12	+120%	+$621	﹤0.01%	1733
2021 Q4	$1K	Buy	+10	New	+$606	﹤0.01%	1562

Other funds holding SPXC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

PIP

Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

JFS Wealth Advisors's SPXC Position: Q3 2026 in Review

JFS Wealth Advisors held its SPX Corp (SPXC) position steady in Q3 2026 at 52 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

JFS Wealth Advisors first reported a position in SPXC in Q4 2021 and has held it in 20 quarters since. The position peaked at $12.7K in Q2 2026. 214 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

JFS Wealth Advisors held 52 shares of SPX Corp worth $8.82K as of Q3 2026.
JFS Wealth Advisors left its SPX Corp share count unchanged in Q3 2026.
SPX Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1029 holding.
JFS Wealth Advisors first reported a position in SPX Corp in Q4 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's SPX Corp position peaked at $12.7K in Q2 2026.
214 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.