JFA
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JNBA Financial Advisors’s Valvoline VVV Stock Holding History

JNBA Financial Advisors’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.57K Buy
+106
New +$3.67K ﹤0.01% 657
2025
Q1 		– Sell
-28
Closed -$1.01K – 687
2024
Q4 		$1.01K Hold
28
– – ﹤0.01% 619
2024
Q3 		$1.17K Hold
28
– – ﹤0.01% 622
2024
Q2 		$1.21K Hold
28
– – ﹤0.01% 600
2024
Q1 		$1.25K Hold
28
– – ﹤0.01% 623
2023
Q4 		$1.05K Hold
28
– – ﹤0.01% 648
2023
Q3 		$903 Hold
28
– – ﹤0.01% 683
2023
Q2 		$1.05K Hold
28
– – ﹤0.01% 654
2023
Q1 		$979 Buy
+28
New +$974 ﹤0.01% 665

Other funds holding VVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return