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

Waterfront Wealth’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 Q3	$1.16M	Buy	+17,718	New	+$1.38M	0.19%	146

Other funds holding JBSS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

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

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Waterfront Wealth's JBSS Position: Q3 2026 in Review

Waterfront Wealth opened a new position in John B. Sanfilippo & Son (JBSS) in Q3 2026: 17,718 shares worth $1.16M. The stake represents 0.19% of the portfolio and ranks #146 among its holdings.

59 funds tracked by Wall St. Rank hold JBSS as of Q3 2026.

Waterfront Wealth held 17,718 shares of John B. Sanfilippo & Son worth $1.16M as of Q3 2026.
John B. Sanfilippo & Son was a new Waterfront Wealth position in Q3 2026.
John B. Sanfilippo & Son made up 0.19% of Waterfront Wealth's portfolio in Q3 2026, its #146 holding.
59 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.