JFS Wealth Advisors
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JFS Wealth Advisors’s Sterling Infrastructure STRL Stock Holding History

JFS Wealth Advisors’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.3K Hold
23
– – ﹤0.01% 933
2026
Q2 		$19.3K Hold
23
– – ﹤0.01% 779
2026
Q1 		$9.37K Hold
23
– – ﹤0.01% 972
2025
Q4 		$7.04K Buy
23
+8
+53% +$2.76K ﹤0.01% 1108
2025
Q3 		$5.1K Hold
15
– – ﹤0.01% 1109
2025
Q2 		$3.46K Hold
15
– – ﹤0.01% 1217
2025
Q1 		$1.7K Buy
15
+1
+7% +$141 ﹤0.01% 1522
2024
Q4 		$2.36K Buy
14
+2
+17% +$345 ﹤0.01% 1409
2024
Q3 		$1.74K Buy
12
+1
+9% +$119 ﹤0.01% 1549
2024
Q2 		$1.3K Buy
11
+9
+450% +$1.03K ﹤0.01% 1597
2024
Q1 		$221 Buy
2
+1
+100% +$91 ﹤0.01% 1887
2023
Q4 		$88 Buy
+1
New +$72 ﹤0.01% 1959

Other funds holding STRL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

JFS Wealth Advisors held its Sterling Infrastructure (STRL) position steady in Q3 2026 at 23 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

JFS Wealth Advisors first reported a position in STRL in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.3K in Q2 2026. 430 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

  • JFS Wealth Advisors held 23 shares of Sterling Infrastructure worth $11.3K as of Q3 2026.
  • JFS Wealth Advisors left its Sterling Infrastructure share count unchanged in Q3 2026.
  • Sterling Infrastructure made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #933 holding.
  • JFS Wealth Advisors first reported a position in Sterling Infrastructure in Q4 2023 and has held it in 12 quarters since.
  • JFS Wealth Advisors's Sterling Infrastructure position peaked at $19.3K in Q2 2026.
  • 430 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

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