JWA
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JFS Wealth Advisors’s TKO Group TKO Stock Holding History

JFS Wealth Advisors’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.25K Sell
41
-3
-7% -$585 ﹤0.01% 1091
2026
Q1 		$8.87K Sell
44
-2
-4% -$409 ﹤0.01% 999
2025
Q4 		$9.61K Buy
46
+10
+28% +$1.94K ﹤0.01% 997
2025
Q3 		$7.27K Hold
36
– – ﹤0.01% 991
2025
Q2 		$6.55K Sell
36
-1
-3% -$161 ﹤0.01% 991
2025
Q1 		$5.65K Buy
37
+5
+16% +$764 ﹤0.01% 1073
2024
Q4 		$4.55K Buy
32
+7
+28% +$914 ﹤0.01% 1158
2024
Q3 		$3.09K Buy
25
+1
+4% +$114 ﹤0.01% 1303
2024
Q2 		$2.59K Hold
24
– – ﹤0.01% 1341
2024
Q1 		$2.07K Hold
24
– – ﹤0.01% 1425
2023
Q4 		$1.96K Sell
24
-1
-4% -$79 ﹤0.01% 1449
2023
Q3 		$2.1K Buy
+25
New +$2.32K ﹤0.01% 1344

Other funds holding TKO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
XL
XN LP New York $3.8B AUM 49.01% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

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

JFS Wealth Advisors reduced its TKO Group (TKO) stake by 6.8% in Q2 2026, selling an estimated $585 and leaving 41 shares worth $8.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

JFS Wealth Advisors first reported a position in TKO in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.61K in Q4 2025. 654 funds tracked by Wall St. Rank hold TKO as of Q2 2026.

  • JFS Wealth Advisors held 41 shares of TKO Group worth $8.25K as of Q2 2026.
  • JFS Wealth Advisors sold 3 TKO Group shares in Q2 2026, an estimated $585.
  • TKO Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1091 holding.
  • JFS Wealth Advisors first reported a position in TKO Group in Q3 2023 and has held it in 12 quarters since.
  • JFS Wealth Advisors's TKO Group position peaked at $9.61K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held TKO Group as of Q2 2026.

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