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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

JFS Wealth Advisors held its Sterling Infrastructure (STRL) position steady in Q2 2026 at 23 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

JFS Wealth Advisors first reported a position in STRL in Q4 2023 and has held it in 11 quarters since. 884 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • JFS Wealth Advisors held 23 shares of Sterling Infrastructure worth $19.3K as of Q2 2026.
  • JFS Wealth Advisors left its Sterling Infrastructure share count unchanged in Q2 2026.
  • Sterling Infrastructure made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #779 holding.
  • JFS Wealth Advisors first reported a position in Sterling Infrastructure in Q4 2023 and has held it in 11 quarters since.
  • 884 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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