PWMG
JBSS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return