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

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return