Wealthcare Capital Partners’s John B. Sanfilippo & Son JBSS Stock Holding History

Wealthcare Capital Partners’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	$352K	Hold	4,090	–	–	0.15%	117
2026 Q1	$324K	Sell	4,090 -461	-10%	-$35.5K	0.15%	113
2025 Q4	$321K	Sell	4,551 -1,248	-22%	-$84.8K	0.15%	114
2025 Q3	$373K	Sell	5,799 -279	-5%	-$18.1K	0.17%	108
2025 Q2	$384K	Sell	6,078 -82	-1%	-$5.27K	0.19%	93
2025 Q1	$437K	Hold	6,160	–	–	0.22%	74
2024 Q4	$537K	Buy	+6,160	New	+$546K	0.28%	53

Other funds holding JBSS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Wealthcare Capital Partners's JBSS Position: Q2 2026 in Review

Wealthcare Capital Partners held its John B. Sanfilippo & Son (JBSS) position steady in Q2 2026 at 4,090 shares worth $352K. The position accounts for 0.15% of the portfolio, ranked #117.

Wealthcare Capital Partners first reported a position in JBSS in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q4 2024. 211 funds tracked by Wall St. Rank hold JBSS as of Q2 2026.

Wealthcare Capital Partners held 4,090 shares of John B. Sanfilippo & Son worth $352K as of Q2 2026.
Wealthcare Capital Partners left its John B. Sanfilippo & Son share count unchanged in Q2 2026.
John B. Sanfilippo & Son made up 0.15% of Wealthcare Capital Partners's portfolio in Q2 2026, its #117 holding.
Wealthcare Capital Partners first reported a position in John B. Sanfilippo & Son in Q4 2024 and has held it in 7 quarters since.
Wealthcare Capital Partners's John B. Sanfilippo & Son position peaked at $537K in Q4 2024.
211 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.