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Homestreet shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Homestreet (MCHB) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Homestreet

Tip: Access up to 7 years of quarterly data

All positions including Homestreet held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Homestreet by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $161 11 14.64

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

Top funds holding Homestreet

BlackRock
Mechanics Bank Trust Department / The Mechanics Bank
Vanguard Group
Philadelphia Financial Management of San Francisco
Geode Capital Management
Jennifer Ranahan
Miracle Mile Advisors
Bank of New York Mellon
RMB Capital Management
State Street Corporation
CenterBook Partners
Dimensional Fund Advisors
J. Goldman & Co
Charles Schwab Investment Management
Mendon Capital Advisors Corp.

View all funds holding Homestreet