Rise Advisors’s J&J Snack Foods JJSF Stock Holding History

Rise 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 Q4	–	Sell	-79	Closed	-$7.56K	–	780
2025 Q3	$7.56K	Sell	79 -5	-6%	-$554	﹤0.01%	1098
2025 Q2	$9.54K	Buy	84 +6	+8%	+$729	﹤0.01%	1021
2025 Q1	$10.2K	Sell	78 -10	-11%	-$1.34K	﹤0.01%	953
2024 Q4	$13.7K	Hold	88	–	–	0.01%	873
2024 Q3	$15.1K	Buy	88 +1	+1%	+$168	0.01%	859
2024 Q2	$14.2K	Hold	87	–	–	0.01%	861
2024 Q1	$12.6K	Buy	+87	New	+$13.1K	0.01%	971

Other funds holding JJSF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's JJSF Position: Q4 2025 in Review

Rise Advisors sold out of J&J Snack Foods (JJSF) in Q4 2025, closing a stake of 79 shares — an estimated $7.56K sold.

Rise Advisors first reported a position in JJSF in Q1 2024 and held it in 7 quarters. The position peaked at $15.1K in Q3 2024. 255 funds tracked by Wall St. Rank hold JJSF as of Q4 2025.

Rise Advisors reported no remaining J&J Snack Foods position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 79 J&J Snack Foods shares in Q4 2025, an estimated $7.56K.
Rise Advisors first reported a position in J&J Snack Foods in Q1 2024 and held it in 7 quarters.
Rise Advisors's J&J Snack Foods position peaked at $15.1K in Q3 2024.
255 funds tracked by Wall St. Rank held J&J Snack Foods as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.