JF
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JSF Financial’s Mueller Industries MLI Stock Holding History

JSF Financial’s Portfolio MLI Stock Details MLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
19,290
+1,822
+10% +$109K 0.21% 67
2025
Q4 		$1M Buy
+17,468
New +$939K 0.21% 69

Other funds holding MLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

JSF Financial's MLI Position: Q1 2026 in Review

JSF Financial increased its Mueller Industries (MLI) stake by 10% in Q1 2026, buying an estimated $109K and bringing the position to 19,290 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #67.

JSF Financial first reported a position in MLI in Q4 2025 and has held it in 2 quarters since. 722 funds tracked by Wall St. Rank hold MLI as of Q1 2026.

  • JSF Financial held 19,290 shares of Mueller Industries worth $1.07M as of Q1 2026.
  • JSF Financial bought 1,822 Mueller Industries shares in Q1 2026, an estimated $109K.
  • Mueller Industries made up 0.21% of JSF Financial's portfolio in Q1 2026, its #67 holding.
  • JSF Financial first reported a position in Mueller Industries in Q4 2025 and has held it in 2 quarters since.
  • 722 funds tracked by Wall St. Rank held Mueller Industries as of Q1 2026.

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