SAG
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SageView Advisory Group’s John B. Sanfilippo & Son JBSS Stock Holding History

SageView Advisory 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 		$531K Sell
6,170
-505
-8% -$39.9K 0.02% 354
2026
Q1 		$530K Sell
6,675
-20
-0.3% -$1.54K 0.02% 343
2025
Q4 		$473K Sell
6,695
-1
-0% -$68 0.02% 371
2025
Q3 		$430K Buy
6,696
+1,743
+35% +$113K 0.01% 419
2025
Q2 		$330K Sell
4,953
-14
-0.3% -$899 0.01% 471
2025
Q1 		$352K Buy
4,967
+169
+4% +$12.9K 0.02% 428
2024
Q4 		$418K Sell
4,798
-5
-0.1% -$443 0.02% 374
2024
Q3 		$453K Buy
4,803
+2,269
+90% +$220K 0.02% 319
2024
Q2 		$246K Buy
+2,534
New +$253K 0.01% 489
2024
Q1 		– Sell
-2,524
Closed -$272K – 637
2023
Q4 		$272K Sell
2,524
-2,153
-46% -$211K 0.01% 539
2023
Q3 		$462K Buy
4,677
+90
+2% +$9.47K 0.03% 338
2023
Q2 		$538K Buy
4,587
+115
+3% +$12.9K 0.03% 338
2023
Q1 		$433K Buy
4,472
+84
+2% +$7.5K 0.03% 329
2022
Q4 		$357K Buy
+4,388
New +$358K 0.03% 299

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

SageView Advisory Group's JBSS Position: Q2 2026 in Review

SageView Advisory Group reduced its John B. Sanfilippo & Son (JBSS) stake by 7.6% in Q2 2026, selling an estimated $39.9K and leaving 6,170 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #354.

SageView Advisory Group first reported a position in JBSS in Q4 2022 and has held it in 14 quarters since. The position peaked at $538K in Q2 2023. 212 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • SageView Advisory Group held 6,170 shares of John B. Sanfilippo & Son worth $531K as of Q2 2026.
  • SageView Advisory Group sold 505 John B. Sanfilippo & Son shares in Q2 2026, an estimated $39.9K.
  • John B. Sanfilippo & Son made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #354 holding.
  • SageView Advisory Group first reported a position in John B. Sanfilippo & Son in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's John B. Sanfilippo & Son position peaked at $538K in Q2 2023.
  • 212 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.