JFS Wealth Advisors
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JFS Wealth Advisors’s World Kinect Corp WKC Stock Holding History

JFS Wealth Advisors’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$460 Hold
13
– – ﹤0.01% 1919
2026
Q2 		$431 Buy
13
+10
+333% +$278 ﹤0.01% 1980
2026
Q1 		$70 Sell
3
-20
-87% -$508 ﹤0.01% 1855
2025
Q4 		$539 Sell
23
-3
-12% -$74 ﹤0.01% 1794
2025
Q3 		$675 Hold
26
– – ﹤0.01% 1705
2025
Q2 		$738 Sell
26
-20
-43% -$530 ﹤0.01% 1633
2025
Q1 		$1.3K Buy
46
+3
+7% +$85 ﹤0.01% 1599
2024
Q4 		$1.18K Buy
43
+5
+13% +$143 ﹤0.01% 1639
2024
Q3 		$1.18K Buy
38
+1
+3% +$28 ﹤0.01% 1660
2024
Q2 		$955 Buy
37
+14
+61% +$354 ﹤0.01% 1678
2024
Q1 		$609 Buy
23
+2
+10% +$47 ﹤0.01% 1751
2023
Q4 		$479 Sell
21
-9
-30% -$189 ﹤0.01% 1812
2023
Q3 		$673 Sell
30
-3
-9% -$67 ﹤0.01% 1684
2023
Q2 		$683 Sell
33
-1
-3% -$24 ﹤0.01% 1702
2023
Q1 		$869 Sell
34
-2
-6% -$54 ﹤0.01% 1617
2022
Q4 		$984 Sell
36
-3
-8% -$81 ﹤0.01% 1610
2022
Q3 		$1K Buy
39
+18
+86% +$446 ﹤0.01% 1676
2022
Q2 		$0 Sell
21
-4
-16% -$98 ﹤0.01% 1952
2022
Q1 		$1K Buy
25
+12
+92% +$333 ﹤0.01% 1758
2021
Q4 		$0 Buy
+13
New +$371 ﹤0.01% 1900

Other funds holding WKC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

JFS Wealth Advisors held its World Kinect Corp (WKC) position steady in Q3 2026 at 13 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

JFS Wealth Advisors first reported a position in WKC in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.3K in Q1 2025. 259 funds tracked by Wall St. Rank hold WKC as of Q3 2026.

  • JFS Wealth Advisors held 13 shares of World Kinect Corp worth $460 as of Q3 2026.
  • JFS Wealth Advisors left its World Kinect Corp share count unchanged in Q3 2026.
  • World Kinect Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1919 holding.
  • JFS Wealth Advisors first reported a position in World Kinect Corp in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's World Kinect Corp position peaked at $1.3K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held World Kinect Corp as of Q3 2026.

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