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JFS Wealth Advisors’s Worthington Steel WS Stock Holding History

JFS Wealth Advisors’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.54K Buy
46
+6
+15% +$230 ﹤0.01% 1687
2026
Q1 		$1.21K Hold
40
– – ﹤0.01% 1633
2025
Q4 		$1.39K Hold
40
– – ﹤0.01% 1643
2025
Q3 		$1.22K Hold
40
– – ﹤0.01% 1578
2025
Q2 		$1.19K Sell
40
-1
-2% -$26 ﹤0.01% 1525
2025
Q1 		$1.04K Hold
41
– – ﹤0.01% 1637
2024
Q4 		$1.3K Hold
41
– – ﹤0.01% 1622
2024
Q3 		$1.4K Hold
41
– – ﹤0.01% 1609
2024
Q2 		$1.37K Hold
41
– – ﹤0.01% 1574
2024
Q1 		$1.47K Hold
41
– – ﹤0.01% 1545
2023
Q4 		$1.15K Buy
+41
New +$1.12K ﹤0.01% 1623

Other funds holding WS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JFS Wealth Advisors's WS Position: Q2 2026 in Review

JFS Wealth Advisors increased its Worthington Steel (WS) stake by 15% in Q2 2026, buying an estimated $230 and bringing the position to 46 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

JFS Wealth Advisors first reported a position in WS in Q4 2023 and has held it in 11 quarters since. 236 funds tracked by Wall St. Rank hold WS as of Q2 2026.

  • JFS Wealth Advisors held 46 shares of Worthington Steel worth $1.54K as of Q2 2026.
  • JFS Wealth Advisors bought 6 Worthington Steel shares in Q2 2026, an estimated $230.
  • Worthington Steel made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1687 holding.
  • JFS Wealth Advisors first reported a position in Worthington Steel in Q4 2023 and has held it in 11 quarters since.
  • 236 funds tracked by Wall St. Rank held Worthington Steel as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.