JFS Wealth Advisors
WAY icon

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
Q3 		$710 Hold
28
– – ﹤0.01% 1852
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

EQT Fund Management
EQT Fund Management Luxembourg $947M AUM 19.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

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

JFS Wealth Advisors held its Waystar Holding Corp (WAY) position steady in Q3 2026 at 28 shares worth $710. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

JFS Wealth Advisors first reported a position in WAY in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold WAY as of Q3 2026.

  • JFS Wealth Advisors held 28 shares of Waystar Holding Corp worth $710 as of Q3 2026.
  • JFS Wealth Advisors left its Waystar Holding Corp share count unchanged in Q3 2026.
  • Waystar Holding Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1852 holding.
  • JFS Wealth Advisors first reported a position in Waystar Holding Corp in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q3 2026.

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