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Wealthspire Advisors (New York)’s John B. Sanfilippo & Son JBSS Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-22
Closed -$1.41K – 1981
2025
Q3 		$1.41K Buy
+22
New +$1.43K ﹤0.01% 2686

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 $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s JBSS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of John B. Sanfilippo & Son (JBSS) in Q4 2025, closing a stake of 22 shares — an estimated $1.41K sold.

Wealthspire Advisors (New York) first reported a position in JBSS in Q3 2025 and held it in 1 quarter. The position peaked at $1.41K in Q3 2025. 208 funds tracked by Wall St. Rank hold JBSS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining John B. Sanfilippo & Son position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 22 John B. Sanfilippo & Son shares in Q4 2025, an estimated $1.41K.
  • Wealthspire Advisors (New York) first reported a position in John B. Sanfilippo & Son in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s John B. Sanfilippo & Son position peaked at $1.41K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held John B. Sanfilippo & Son as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.