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Physician Wealth Advisors’s John B. Sanfilippo & Son JBSS Stock Holding History

Physician Wealth Advisors’s Portfolio JBSS Stock Details JBSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38K Sell
16
-8
-33% -$633 ﹤0.01% 1688
2026
Q1 		$1.9K Buy
24
+8
+50% +$616 ﹤0.01% 1377
2025
Q4 		$1.13K Hold
16
– – ﹤0.01% 1540
2025
Q3 		$1.03K Hold
16
– – ﹤0.01% 1556
2025
Q2 		$1.01K Buy
+16
New +$1.03K ﹤0.01% 1416

Other funds holding JBSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Physician Wealth Advisors's JBSS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its John B. Sanfilippo & Son (JBSS) stake by 33% in Q2 2026, selling an estimated $633 and leaving 16 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Physician Wealth Advisors first reported a position in JBSS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.9K in Q1 2026. 212 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Physician Wealth Advisors held 16 shares of John B. Sanfilippo & Son worth $1.38K as of Q2 2026.
  • Physician Wealth Advisors sold 8 John B. Sanfilippo & Son shares in Q2 2026, an estimated $633.
  • John B. Sanfilippo & Son made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1688 holding.
  • Physician Wealth Advisors first reported a position in John B. Sanfilippo & Son in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's John B. Sanfilippo & Son position peaked at $1.9K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.