Williams Jones Wealth Management’s FAIRFAX FINL HLDGS LTD SUB VTG FFH Stock Holding History

Williams Jones Wealth Management’s Portfolio FFH Stock Details FFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$340K	Hold	200	–	–	﹤0.01%	406
2025 Q4	$382K	Hold	200	–	–	﹤0.01%	382
2025 Q3	$350K	Hold	200	–	–	﹤0.01%	393
2025 Q2	$361K	Hold	200	–	–	﹤0.01%	392
2025 Q1	$289K	Hold	200	–	–	﹤0.01%	405
2024 Q4	$278K	Hold	200	–	–	﹤0.01%	423
2024 Q3	$252K	Hold	200	–	–	﹤0.01%	455
2024 Q2	$227K	Hold	200	–	–	﹤0.01%	462
2024 Q1	$216K	Buy	+200	New	+$216K	﹤0.01%	488

Other funds holding FFH

Mraz Amerine & Associates Modesto, California $678M AUM 16.12% 1-Year Est. Return

Elgethun Capital Management Sioux Falls, South Dakota $605M AUM 12.89% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $475M AUM 18.5% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $15.1B AUM 26.53% 1-Year Est. Return

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return

Lountzis Asset Management Wyomissing, Pennsylvania $273M AUM 19.71% 1-Year Est. Return

Check Capital Management Costa Mesa, California $1.62B AUM 9.15% 1-Year Est. Return