JWA
WK icon

JFS Wealth Advisors’s Workiva WK Stock Holding History

JFS Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243 Sell
5
-6
-55% -$309 ﹤0.01% 2115
2026
Q1 		$656 Sell
11
-11
-50% -$767 ﹤0.01% 1741
2025
Q4 		$1.9K Buy
22
+11
+100% +$974 ﹤0.01% 1562
2025
Q3 		$947 Buy
11
+8
+267% +$601 ﹤0.01% 1643
2025
Q2 		$206 Sell
3
-5
-63% -$344 ﹤0.01% 1780
2025
Q1 		$608 Buy
+8
New +$756 ﹤0.01% 1746
2024
Q1 		– Sell
-5
Closed -$508 – 2040
2023
Q4 		$508 Sell
5
-1
-17% -$96 ﹤0.01% 1802
2023
Q3 		$609 Hold
6
– – ﹤0.01% 1710
2023
Q2 		$610 Hold
6
– – ﹤0.01% 1726
2023
Q1 		$615 Buy
+6
New +$544 ﹤0.01% 1690

Other funds holding WK

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TF
Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return