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JNBA Financial Advisors’s Curtiss-Wright CW Stock Holding History

JNBA Financial Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$758 Buy
+1
New +$733 ﹤0.01% 783
2016
Q4 		– Sell
-144
Closed -$13K – 680
2016
Q3 		$13K Buy
+144
New +$12.7K ﹤0.01% 940

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JNBA Financial Advisors's CW Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Curtiss-Wright (CW) in Q2 2026: 1 share worth $758. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in CW as recently as Q3 2016.

JNBA Financial Advisors first reported a position in CW in Q3 2016 and has held it in 2 quarters since. The position peaked at $13K in Q3 2016. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • JNBA Financial Advisors held 1 share of Curtiss-Wright worth $758 as of Q2 2026.
  • Curtiss-Wright was a new JNBA Financial Advisors position in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #783 holding.
  • JNBA Financial Advisors first reported a position in Curtiss-Wright in Q3 2016 and has held it in 2 quarters since.
  • JNBA Financial Advisors's Curtiss-Wright position peaked at $13K in Q3 2016.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.