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 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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return