JSF Financial’s DoubleVerify DV Stock Holding History

JSF Financial’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.01M	Hold	316,831	–	–	0.59%	26
2025 Q4	$3.62M	Sell	316,831 -3,000	-0.9%	-$33.1K	0.75%	22
2025 Q3	$3.83M	Hold	319,831	–	–	0.85%	22
2025 Q2	$4.79M	Hold	319,831	–	–	1.14%	18
2025 Q1	$4.28M	Hold	319,831	–	–	1.13%	17
2024 Q4	$6.14M	Sell	319,831 -10,000	-3%	-$188K	1.64%	12
2024 Q3	$5.55M	Hold	329,831	–	–	1.62%	13
2024 Q2	$6.42M	Buy	329,831 +3,000	+0.9%	+$72.5K	1.97%	12
2024 Q1	$11.5M	Sell	326,831 -10,000	-3%	-$372K	3.6%	7
2023 Q4	$12.4M	Hold	336,831	–	–	4.3%	7
2023 Q3	$9.41M	Buy	336,831 +27,829	+9%	+$951K	3.65%	7
2023 Q2	$12M	Sell	309,002 -53,333	-15%	-$1.72M	4.25%	7
2023 Q1	$10.9M	Buy	362,335 +88,320	+32%	+$2.31M	4.08%	6
2022 Q4	$6.02M	Buy	274,015 +43,095	+19%	+$1.12M	2.25%	15
2022 Q3	$6.32M	Buy	230,920 +66,984	+41%	+$1.73M	2.4%	13
2022 Q2	$3.72M	Buy	163,936 +78,095	+91%	+$1.76M	1.68%	17
2022 Q1	$2.16M	Buy	85,841 +57,471	+203%	+$1.5M	0.92%	22
2021 Q4	$944K	Buy	+28,370	New	+$946K	0.46%	28

Other funds holding DV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PEP

Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

JSF Financial's DV Position: Q1 2026 in Review

JSF Financial held its DoubleVerify (DV) position steady in Q1 2026 at 316,831 shares worth $3.01M. The position accounts for 0.59% of the portfolio, ranked #26.

JSF Financial first reported a position in DV in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q4 2023. 326 funds tracked by Wall St. Rank hold DV as of Q1 2026.

JSF Financial held 316,831 shares of DoubleVerify worth $3.01M as of Q1 2026.
JSF Financial left its DoubleVerify share count unchanged in Q1 2026.
DoubleVerify made up 0.59% of JSF Financial's portfolio in Q1 2026, its #26 holding.
JSF Financial first reported a position in DoubleVerify in Q4 2021 and has held it in 18 quarters since.
JSF Financial's DoubleVerify position peaked at $12.4M in Q4 2023.
326 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.