JFS Wealth Advisors’s Toro Company TTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.86K	Hold	60	–	–	﹤0.01%	1226
2026 Q1	$5.62K	Buy	60 +7	+13%	+$659	﹤0.01%	1156
2025 Q4	$4.18K	Buy	53 +27	+104%	+$2K	﹤0.01%	1309
2025 Q3	$1.98K	Sell	26 -10	-28%	-$767	﹤0.01%	1443
2025 Q2	$2.54K	Sell	36 -36	-50%	-$2.55K	﹤0.01%	1330
2025 Q1	$5.24K	Hold	72	–	–	﹤0.01%	1107
2024 Q4	$5.77K	Hold	72	–	–	﹤0.01%	1073
2024 Q3	$6.25K	Buy	72 +2	+3%	+$180	﹤0.01%	1039
2024 Q2	$6.55K	Hold	70	–	–	﹤0.01%	949
2024 Q1	$6.42K	Sell	70 -10	-13%	-$922	﹤0.01%	1005
2023 Q4	$7.68K	Buy	80 +3	+4%	+$257	﹤0.01%	878
2023 Q3	$6.4K	Sell	77 -4	-5%	-$385	﹤0.01%	893
2023 Q2	$8.23K	Sell	81 -5	-6%	-$513	﹤0.01%	793
2023 Q1	$9.56K	Sell	86 -3	-3%	-$334	﹤0.01%	733
2022 Q4	$10.1K	Buy	89 +11	+14%	+$1.17K	﹤0.01%	711
2022 Q3	$7K	Sell	78 -16	-17%	-$1.37K	﹤0.01%	876
2022 Q2	$7K	Buy	94 +47	+100%	+$3.81K	﹤0.01%	901
2022 Q1	$4K	Buy	47 +24	+104%	+$2.23K	﹤0.01%	1183
2021 Q4	$2K	Buy	+23	New	+$2.29K	﹤0.01%	1176
2018 Q4	–	Sell	-155	Closed	-$9K	–	526
2018 Q3	$9K	Buy	+155	New	+$9.42K	﹤0.01%	419

Other funds holding TTC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

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

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return