JFS Wealth Advisors
VTOL icon

JFS Wealth Advisors’s Bristow Group VTOL Stock Holding History

JFS Wealth Advisors’s Portfolio VTOL Stock Details VTOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$123 Hold
3
– – ﹤0.01% 2142
2026
Q2 		$124 Buy
+3
New +$134 ﹤0.01% 2210

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Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Ceredex Value Advisors
Ceredex Value Advisors Orlando, Florida $3.21B AUM 33.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Lee, Danner & Bass
Lee, Danner & Bass Nashville, Tennessee $1.71B AUM 27.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

JFS Wealth Advisors's VTOL Position: Q3 2026 in Review

JFS Wealth Advisors held its Bristow Group (VTOL) position steady in Q3 2026 at 3 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

JFS Wealth Advisors first reported a position in VTOL in Q2 2026 and has held it in 2 quarters since. The position peaked at $124 in Q2 2026. 99 funds tracked by Wall St. Rank hold VTOL as of Q3 2026.

  • JFS Wealth Advisors held 3 shares of Bristow Group worth $123 as of Q3 2026.
  • JFS Wealth Advisors left its Bristow Group share count unchanged in Q3 2026.
  • Bristow Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2142 holding.
  • JFS Wealth Advisors first reported a position in Bristow Group in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Bristow Group position peaked at $124 in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Bristow Group as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.