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JFS Wealth Advisors’s Viking Holdings VIK Stock Holding History

JFS Wealth Advisors’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-400
Closed -$24.9K – 1985
2025
Q3 		$24.9K Hold
400
– – ﹤0.01% 652
2025
Q2 		$21.3K Buy
+400
New +$17.7K ﹤0.01% 643
2025
Q1 		– Sell
-325
Closed -$14.3K – 2003
2024
Q4 		$14.3K Buy
+325
New +$13.8K ﹤0.01% 744

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

JFS Wealth Advisors's VIK Position: Q4 2025 in Review

JFS Wealth Advisors sold out of Viking Holdings (VIK) in Q4 2025, closing a stake of 400 shares — an estimated $24.9K sold.

JFS Wealth Advisors first reported a position in VIK in Q4 2024 and held it in 3 quarters. The position peaked at $24.9K in Q3 2025. 470 funds tracked by Wall St. Rank hold VIK as of Q4 2025.

  • JFS Wealth Advisors reported no remaining Viking Holdings position as of Q4 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 400 Viking Holdings shares in Q4 2025, an estimated $24.9K.
  • JFS Wealth Advisors first reported a position in Viking Holdings in Q4 2024 and held it in 3 quarters.
  • JFS Wealth Advisors's Viking Holdings position peaked at $24.9K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Viking Holdings as of Q4 2025.

Based on JFS Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.