Skip to main content

JFS Wealth Advisors, LLC

SEC CIK
0001568068
Latest filing
Jul 10, 2026

CLBK holding history

Columbia Financial, Inc. in every 13F filed by JFS Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CLBK overviewAll 13F holders of CLBKFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of CLBK by JFS Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−60−100.0%Sold outHolders
Q3 202560$901<0.1%−6−9.1%ReducedHolders
Q2 202566$958<0.1%+10+17.9%AddedHolders
Q1 202556$840<0.1%−2−3.4%ReducedHolders
Q4 202458$917<0.1%−1−1.7%ReducedHolders
Q3 202459$1.01K<0.1%+2+3.5%AddedHolders
Q2 202457$854<0.1%−14−19.7%ReducedHolders
Q1 202471$1.22K<0.1%−5−6.6%ReducedHolders
Q4 202376$1.47K<0.1%+48+171.4%AddedHolders
Q3 202328$440<0.1%−24−46.2%ReducedHolders
Q2 202352$900<0.1%+11+26.8%AddedHolders
Q1 202341$750<0.1%−31−43.1%ReducedHolders
Q4 202272$1.56K<0.1%−15−17.2%ReducedHolders
Q3 202287$2.00K<0.1%−10−10.3%ReducedHolders
Q2 202297$2.00K<0.1%+35+56.5%AddedHolders
Q1 202262$1.00K<0.1%+34+121.4%AddedHolders
Q4 202128$1.00K<0.1%+28NewHolders