PFG
JBSS icon

Piershale Financial Group’s John B. Sanfilippo & Son JBSS Stock Holding History

Piershale Financial Group’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
2023
Q2 		$15K Hold
128
– – 0.01% 92
2023
Q1 		$12.4K Hold
128
– – 0.01% 99
2022
Q4 		$10.4K Buy
+128
New +$10.4K 0.01% 109

Other funds holding JBSS

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado Denver, Colorado $25.5B AUM 28.85% 1-Year Est. Return

Piershale Financial Group's JBSS Position: Q2 2023 in Review

Piershale Financial Group held its John B. Sanfilippo & Son (JBSS) position steady in Q2 2023 at 128 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #92.

Piershale Financial Group first reported a position in JBSS in Q4 2022 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold JBSS as of Q2 2023.

  • Piershale Financial Group held 128 shares of John B. Sanfilippo & Son worth $15K as of Q2 2023.
  • Piershale Financial Group left its John B. Sanfilippo & Son share count unchanged in Q2 2023.
  • John B. Sanfilippo & Son made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #92 holding.
  • Piershale Financial Group first reported a position in John B. Sanfilippo & Son in Q4 2022 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.