Sax Wealth Advisors’s Japan Smaller Capitalization Fund JOF Stock Holding History

Sax Wealth Advisors’s Portfolio JOF Stock Details JOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$235K	Sell	18,645 -2,750	-13%	-$33.3K	0.01%	657
2026 Q2	$233K	Sell	21,395 -5,830	-21%	-$66.5K	0.01%	501
2026 Q1	$302K	Hold	27,225	–	–	0.01%	385
2025 Q4	$302K	Buy	+27,225	New	+$286K	0.01%	394

Other funds holding JOF

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

DWM

DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sax Wealth Advisors's JOF Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Japan Smaller Capitalization Fund (JOF) stake by 13% in Q3 2026, selling an estimated $33.3K and leaving 18,645 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #657.

Sax Wealth Advisors first reported a position in JOF in Q4 2025 and has held it in 4 quarters since. The position peaked at $302K in Q1 2026. 7 funds tracked by Wall St. Rank hold JOF as of Q3 2026.

Sax Wealth Advisors held 18,645 shares of Japan Smaller Capitalization Fund worth $235K as of Q3 2026.
Sax Wealth Advisors sold 2,750 Japan Smaller Capitalization Fund shares in Q3 2026, an estimated $33.3K.
Japan Smaller Capitalization Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #657 holding.
Sax Wealth Advisors first reported a position in Japan Smaller Capitalization Fund in Q4 2025 and has held it in 4 quarters since.
Sax Wealth Advisors's Japan Smaller Capitalization Fund position peaked at $302K in Q1 2026.
7 funds tracked by Wall St. Rank held Japan Smaller Capitalization Fund as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.