JFA
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JNBA Financial Advisors’s Monster Beverage MNST Stock Holding History

JNBA Financial Advisors’s Portfolio MNST Stock Details MNST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.23K Hold
86
– – ﹤0.01% 564
2025
Q4 		$6.59K Buy
+86
New +$6.16K ﹤0.01% 539
2022
Q1 		– Sell
-28
Closed -$1K – 780
2021
Q4 		$1K Buy
+28
New +$1.25K ﹤0.01% 794
2016
Q4 		– Sell
-6,930
Closed -$170K – 997
2016
Q3 		$170K Buy
+6,930
New +$180K 0.02% 255
2014
Q2 		– Sell
-240
Closed -$3K – 518
2014
Q1 		$3K Hold
240
– – ﹤0.01% 415
2013
Q4 		$3K Hold
240
– – ﹤0.01% 386
2013
Q3 		$2K Hold
240
– – ﹤0.01% 388
2013
Q2 		$2K Buy
+240
New +$2.25K ﹤0.01% 344

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AllianceBernstein
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JP Morgan Chase
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Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
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VPM
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return