JFS Wealth Advisors’s Viper Energy VNOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.36K	Buy	32 +26	+433%	+$1.2K	﹤0.01%	1729
2026 Q1	$282	Hold	6	–	–	﹤0.01%	1808
2025 Q4	$232	Hold	6	–	–	﹤0.01%	1858
2025 Q3	$230	Buy	+6	New	+$229	﹤0.01%	1822

Other funds holding VNOM

Hatch Cove Capital Chicago, Illinois $225M AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return