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Sowell Financial Services’s J&J Snack Foods JJSF Stock Holding History

Sowell Financial Services’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
2026
Q1 		$1M Sell
12,621
-12
-0.1% -$1.04K 0.04% 434
2025
Q4 		$1.14M Sell
12,633
-2,190
-15% -$199K 0.04% 402
2025
Q3 		$1.42M Sell
14,823
-18
-0.1% -$2K 0.05% 348
2025
Q2 		$1.68M Sell
14,841
-226
-1% -$27.5K 0.07% 297
2025
Q1 		$1.98M Sell
15,067
-798
-5% -$107K 0.09% 241
2024
Q4 		$2.46M Sell
15,865
-887
-5% -$149K 0.13% 177
2024
Q3 		$2.9M Buy
16,752
+11
+0.1% +$1.85K 0.13% 170
2024
Q2 		$2.73M Sell
16,741
-22
-0.1% -$3.36K 0.13% 170
2024
Q1 		$2.44M Buy
16,763
+77
+0.5% +$11.6K 0.11% 187
2023
Q4 		$2.8M Sell
16,686
-554
-3% -$90.1K 0.15% 158
2023
Q3 		$2.83M Buy
17,240
+526
+3% +$86.4K 0.18% 141
2023
Q2 		$2.66M Hold
16,714
– – 0.15% 164
2023
Q1 		$2.48M Hold
16,714
– – 0.19% 123
2022
Q4 		$2.51M Sell
16,714
-600
-3% -$89K 0.16% 151
2022
Q3 		$2.25M Hold
17,314
– – 0.23% 122
2022
Q2 		$2.43M Buy
+17,314
New +$2.37M 0.22% 93
2022
Q1 		– Sell
-18,058
Closed -$2.86M – 352
2021
Q4 		$2.86M Sell
18,058
-491
-3% -$73.9K 0.16% 146
2021
Q3 		$2.85M Sell
18,549
-250
-1% -$40.7K 0.19% 130
2021
Q2 		$3.29M Buy
18,799
+106
+0.6% +$17.9K 0.22% 125
2021
Q1 		$3.11M Buy
18,693
+894
+5% +$140K 0.11% 178
2020
Q4 		$2.77M Buy
+17,799
New +$2.59M 0.12% 153
2020
Q3 		– Sell
-18
Closed -$2K – 2623
2020
Q2 		$2K Hold
18
– – ﹤0.01% 2163
2020
Q1 		$2K Sell
18
-2
-10% -$323 ﹤0.01% 2078
2019
Q4 		$4K Sell
20
-2
-9% -$376 ﹤0.01% 1975
2019
Q3 		$4K Buy
+22
New +$3.99K ﹤0.01% 1843

Other funds holding JJSF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sowell Financial Services's JJSF Position: Q1 2026 in Review

Sowell Financial Services reduced its J&J Snack Foods (JJSF) stake by 0.09% in Q1 2026, selling an estimated $1.04K and leaving 12,621 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #434.

Sowell Financial Services first reported a position in JJSF in Q3 2019 and has held it in 25 quarters since. The position peaked at $3.29M in Q2 2021. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2026.

  • Sowell Financial Services held 12,621 shares of J&J Snack Foods worth $1M as of Q1 2026.
  • Sowell Financial Services sold 12 J&J Snack Foods shares in Q1 2026, an estimated $1.04K.
  • J&J Snack Foods made up 0.04% of Sowell Financial Services's portfolio in Q1 2026, its #434 holding.
  • Sowell Financial Services first reported a position in J&J Snack Foods in Q3 2019 and has held it in 25 quarters since.
  • Sowell Financial Services's J&J Snack Foods position peaked at $3.29M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.