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JNBA Financial Advisors’s Steris STE Stock Holding History

JNBA Financial Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.6K Hold
397
– – 0.01% 262
2026
Q1 		$87.8K Hold
397
– – 0.01% 247
2025
Q4 		$101K Buy
+397
New +$99.7K 0.01% 243
2022
Q2 		– Sell
-2
Closed – – 754
2022
Q1 		$0 Sell
2
-57
-97% -$13.2K ﹤0.01% 834
2021
Q4 		$14K Buy
+59
New +$13.5K ﹤0.01% 483

Other funds holding STE

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

JNBA Financial Advisors held its Steris (STE) position steady in Q2 2026 at 397 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #262.

JNBA Financial Advisors first reported a position in STE in Q4 2021 and has held it in 5 quarters since. The position peaked at $101K in Q4 2025. 348 funds tracked by Wall St. Rank hold STE as of Q2 2026.

  • JNBA Financial Advisors held 397 shares of Steris worth $83.6K as of Q2 2026.
  • JNBA Financial Advisors left its Steris share count unchanged in Q2 2026.
  • Steris made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #262 holding.
  • JNBA Financial Advisors first reported a position in Steris in Q4 2021 and has held it in 5 quarters since.
  • JNBA Financial Advisors's Steris position peaked at $101K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Steris as of Q2 2026.

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