JWA
WAY

JFS Wealth Advisors’s Waystar Holding Corp WAY Stock Holding History

JFS Wealth Advisors’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575 Buy
+28
New +$589 ﹤0.01% 1930
2026
Q1 		– Sell
-9
Closed -$295 – 1958
2025
Q4 		$295 Buy
+9
New +$321 ﹤0.01% 1848

Other funds holding WAY

WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

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

JFS Wealth Advisors opened a new position in Waystar Holding Corp (WAY) in Q2 2026: 28 shares worth $575. The stake represents ﹤0.01% of the portfolio and ranks #1930 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in WAY as recently as Q4 2025.

JFS Wealth Advisors first reported a position in WAY in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold WAY as of Q2 2026.

  • JFS Wealth Advisors held 28 shares of Waystar Holding Corp worth $575 as of Q2 2026.
  • Waystar Holding Corp was a new JFS Wealth Advisors position in Q2 2026.
  • Waystar Holding Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1930 holding.
  • JFS Wealth Advisors first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q2 2026.

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