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

EFM
EQT Fund Management Luxembourg $863M AUM 26.03% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $17.7B AUM 5.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GAM
Goldentree Asset Management New York $1.72B AUM 1.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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. 301 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.
  • 301 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.