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JFS WEALTH ADVISORS, LLC → MCHB

JFS WEALTH ADVISORS, LLC MCHB Position History

Mechanics Bancorp • Financial Services

Quarters held
4
Latest value
$163
Q3 2026
Peak value
$175
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$161
Q1 2026$163
Q2 2026$175
Q3 2026$163

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16311——
Q2 2026$17511——
Q1 2026$16311——
Q4 2025$16111——

Other funds holding MCHB

Other JFS WEALTH ADVISORS, LLC positions

DIOD

DIMENSIONAL ETF TRUST

$137.9M
DIOD

DIMENSIONAL ETF TRUST

$137.1M
DIOD

DIMENSIONAL ETF TRUST

$127M
DIOD

DIMENSIONAL ETF TRUST

$124M
DIOD

DIMENSIONAL ETF TRUST

$118.3M
RBLX

DIMENSIONAL ETF TRUST

$109.8M
RBLX

DIMENSIONAL ETF TRUST

$109.3M
RBLX

DIMENSIONAL ETF TRUST

$103.3M
JFS WEALTH ADVISORS, LLC MCHB Holdings: 13F Position History | Track13F