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
Q2 		$1.28M Buy
20,840
+1,550
+8% +$102K 0.2% 67
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 $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JSF Financial's MLI Position: Q2 2026 in Review

JSF Financial increased its Mueller Industries (MLI) stake by 8% in Q2 2026, buying an estimated $102K and bringing the position to 20,840 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #67.

JSF Financial first reported a position in MLI in Q4 2025 and has held it in 3 quarters since. 741 funds tracked by Wall St. Rank hold MLI as of Q2 2026.

  • JSF Financial held 20,840 shares of Mueller Industries worth $1.28M as of Q2 2026.
  • JSF Financial bought 1,550 Mueller Industries shares in Q2 2026, an estimated $102K.
  • Mueller Industries made up 0.2% of JSF Financial's portfolio in Q2 2026, its #67 holding.
  • JSF Financial first reported a position in Mueller Industries in Q4 2025 and has held it in 3 quarters since.
  • 741 funds tracked by Wall St. Rank held Mueller Industries as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.