True Wealth Design’s J&J Snack Foods JJSF Stock Holding History

True Wealth Design’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 Q3	$3.98K	Buy	52 +14	+37%	+$1.15K	﹤0.01%	1431
2026 Q2	$2.79K	Buy	38 +31	+443%	+$2.41K	﹤0.01%	1561
2026 Q1	$555	Buy	7 +5	+250%	+$433	﹤0.01%	2017
2025 Q4	$181	Sell	2 -13	-87%	-$1.18K	﹤0.01%	2248
2025 Q3	$1.44K	Buy	15 +6	+67%	+$665	﹤0.01%	1613
2025 Q2	$1.02K	Buy	9 +6	+200%	+$729	﹤0.01%	1453
2025 Q1	$396	Buy	+3	New	+$403	﹤0.01%	1647

Other funds holding JJSF

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's JJSF Position: Q3 2026 in Review

True Wealth Design increased its J&J Snack Foods (JJSF) stake by 37% in Q3 2026, buying an estimated $1.15K and bringing the position to 52 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

True Wealth Design first reported a position in JJSF in Q1 2025 and has held it in 7 quarters since. 18 funds tracked by Wall St. Rank hold JJSF as of Q3 2026.

True Wealth Design held 52 shares of J&J Snack Foods worth $3.98K as of Q3 2026.
True Wealth Design bought 14 J&J Snack Foods shares in Q3 2026, an estimated $1.15K.
J&J Snack Foods made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1431 holding.
True Wealth Design first reported a position in J&J Snack Foods in Q1 2025 and has held it in 7 quarters since.
18 funds tracked by Wall St. Rank held J&J Snack Foods as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.