JFS Wealth Advisors
WRBY icon

JFS Wealth Advisors’s Warby Parker WRBY Stock Holding History

JFS Wealth Advisors’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$334 Sell
12
-3
-20% -$78 ﹤0.01% 1997
2026
Q2 		$456 Buy
+15
New +$371 ﹤0.01% 1971

Other funds holding WRBY

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Whale Rock Capital Management
Whale Rock Capital Management Boston, Massachusetts $11.4B AUM 188.75% 1-Year Est. Return

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

JFS Wealth Advisors reduced its Warby Parker (WRBY) stake by 20% in Q3 2026, selling an estimated $78 and leaving 12 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

JFS Wealth Advisors first reported a position in WRBY in Q2 2026 and has held it in 2 quarters since. The position peaked at $456 in Q2 2026. 247 funds tracked by Wall St. Rank hold WRBY as of Q3 2026.

  • JFS Wealth Advisors held 12 shares of Warby Parker worth $334 as of Q3 2026.
  • JFS Wealth Advisors sold 3 Warby Parker shares in Q3 2026, an estimated $78.
  • Warby Parker made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1997 holding.
  • JFS Wealth Advisors first reported a position in Warby Parker in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Warby Parker position peaked at $456 in Q2 2026.
  • 247 funds tracked by Wall St. Rank held Warby Parker as of Q3 2026.

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