LFA
JJSF icon

LGT Financial Advisors’s J&J Snack Foods JJSF Stock Holding History

LGT Financial Advisors’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-58
Closed -$9K – 523
2024
Q4 		$9K Hold
58
– – 0.02% 452
2024
Q3 		$9.98K Hold
58
– – 0.02% 418
2024
Q2 		$9.42K Hold
58
– – 0.02% 482
2024
Q1 		$8.38K Hold
58
– – 0.01% 523
2023
Q4 		$9.69K Hold
58
– – 0.01% 494
2023
Q3 		$9.49K Buy
+58
New +$9.53K 0.01% 490

Other funds holding JJSF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LGT Financial Advisors's JJSF Position: Q1 2025 in Review

LGT Financial Advisors sold out of J&J Snack Foods (JJSF) in Q1 2025, closing a stake of 58 shares — an estimated $9K sold.

LGT Financial Advisors first reported a position in JJSF in Q3 2023 and held it in 6 quarters. The position peaked at $9.98K in Q3 2024. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2025.

  • LGT Financial Advisors reported no remaining J&J Snack Foods position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 58 J&J Snack Foods shares in Q1 2025, an estimated $9K.
  • LGT Financial Advisors first reported a position in J&J Snack Foods in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's J&J Snack Foods position peaked at $9.98K in Q3 2024.
  • 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.