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True Wealth Design’s John B. Sanfilippo & Son JBSS Stock Holding History

True Wealth Design’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 		$1.72K Buy
20
+1
+5% +$79 ﹤0.01% 1749
2026
Q1 		$1.51K Hold
19
– – ﹤0.01% 1655
2025
Q4 		$1.34K Sell
19
-15
-44% -$1.02K ﹤0.01% 1598
2025
Q3 		$2.19K Buy
34
+10
+42% +$648 ﹤0.01% 1423
2025
Q2 		$1.52K Buy
24
+13
+118% +$835 ﹤0.01% 1293
2025
Q1 		$780 Buy
+11
New +$841 ﹤0.01% 1367

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

True Wealth Design's JBSS Position: Q2 2026 in Review

True Wealth Design increased its John B. Sanfilippo & Son (JBSS) stake by 5.3% in Q2 2026, buying an estimated $79 and bringing the position to 20 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

True Wealth Design first reported a position in JBSS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.19K in Q3 2025. 210 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

  • True Wealth Design held 20 shares of John B. Sanfilippo & Son worth $1.72K as of Q2 2026.
  • True Wealth Design bought 1 John B. Sanfilippo & Son share in Q2 2026, an estimated $79.
  • John B. Sanfilippo & Son made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1749 holding.
  • True Wealth Design first reported a position in John B. Sanfilippo & Son in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's John B. Sanfilippo & Son position peaked at $2.19K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.