JFS Wealth Advisors’s STAAR Surgical STAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-9	Closed	-$259	–	2305
2026 Q2	$259	Buy	+9	New	+$250	﹤0.01%	2097

Other funds holding STAA

Yunqi Capital Hong Kong $111M AUM 24.15% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

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

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

Defender Capital Charlotte, North Carolina $319M AUM 12.55% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

JFS Wealth Advisors sold out of STAAR Surgical (STAA) in Q3 2026, closing a stake of 9 shares — an estimated $259 sold.

JFS Wealth Advisors first reported a position in STAA in Q2 2026 and held it in 1 quarter. The position peaked at $259 in Q2 2026. 81 funds tracked by Wall St. Rank hold STAA as of Q3 2026.

JFS Wealth Advisors reported no remaining STAAR Surgical position as of Q3 2026 after selling out during the quarter.
JFS Wealth Advisors sold 9 STAAR Surgical shares in Q3 2026, an estimated $259.
JFS Wealth Advisors first reported a position in STAAR Surgical in Q2 2026 and held it in 1 quarter.
JFS Wealth Advisors's STAAR Surgical position peaked at $259 in Q2 2026.
81 funds tracked by Wall St. Rank held STAAR Surgical as of Q3 2026.

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