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Private Wealth Management Group’s John B. Sanfilippo & Son JBSS Stock Holding History

Private Wealth Management 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
2026
Q2 		$6.28K Hold
73
– – ﹤0.01% 761
2026
Q1 		$5.79K Hold
73
– – ﹤0.01% 715
2025
Q4 		$5.15K Hold
73
– – ﹤0.01% 762
2025
Q3 		$4.69K Hold
73
– – ﹤0.01% 811
2025
Q2 		$4.62K Buy
73
+64
+711% +$4.11K ﹤0.01% 787
2025
Q1 		$638 Sell
9
-41
-82% -$3.14K ﹤0.01% 1352
2024
Q4 		$4.36K Sell
50
-6
-11% -$532 ﹤0.01% 800
2024
Q3 		$5.28K Hold
56
– – ﹤0.01% 713
2024
Q2 		$5.44K Hold
56
– – ﹤0.01% 673
2024
Q1 		$5.93K Hold
56
– – ﹤0.01% 572
2023
Q4 		$5.77K Buy
+56
New +$5.49K ﹤0.01% 577

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

Private Wealth Management Group's JBSS Position: Q2 2026 in Review

Private Wealth Management Group held its John B. Sanfilippo & Son (JBSS) position steady in Q2 2026 at 73 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Private Wealth Management Group first reported a position in JBSS in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • Private Wealth Management Group held 73 shares of John B. Sanfilippo & Son worth $6.28K as of Q2 2026.
  • Private Wealth Management Group left its John B. Sanfilippo & Son share count unchanged in Q2 2026.
  • John B. Sanfilippo & Son made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #761 holding.
  • Private Wealth Management Group first reported a position in John B. Sanfilippo & Son in Q4 2023 and has held it in 11 quarters since.
  • 212 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.