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

Sage Private Wealth 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
2025
Q2 		– Sell
-6,378
Closed -$452K – 94
2025
Q1 		$452K Hold
6,378
– – 0.34% 39
2024
Q4 		$556K Hold
6,378
– – 0.42% 29
2024
Q3 		$602K Hold
6,378
– – 0.47% 24
2024
Q2 		$620K Hold
6,378
– – 0.52% 24
2024
Q1 		$676K Buy
+6,378
New +$658K 0.54% 19

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Sage Private Wealth Group's JBSS Position: Q2 2025 in Review

Sage Private Wealth Group sold out of John B. Sanfilippo & Son (JBSS) in Q2 2025, closing a stake of 6,378 shares — an estimated $452K sold.

Sage Private Wealth Group first reported a position in JBSS in Q1 2024 and held it in 5 quarters. The position peaked at $676K in Q1 2024. 189 funds tracked by Wall St. Rank hold JBSS as of Q2 2025.

  • Sage Private Wealth Group reported no remaining John B. Sanfilippo & Son position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 6,378 John B. Sanfilippo & Son shares in Q2 2025, an estimated $452K.
  • Sage Private Wealth Group first reported a position in John B. Sanfilippo & Son in Q1 2024 and held it in 5 quarters.
  • Sage Private Wealth Group's John B. Sanfilippo & Son position peaked at $676K in Q1 2024.
  • 189 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.