ALBION FINANCIAL GROUP /UT JUST Goldman Sachs JUST U.S.

Ownership history in ALBION FINANCIAL GROUP /UT  ·  24 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Goldman Sachs JUST U.S. (JUST) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q4. The latest visible filing shows JUST at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JUST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in Goldman Sachs JUST U.S., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JUST was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ALBION FINANCIAL GROUP /UT held JUST — position size vs. price
% of Fund (quarterly)    JUST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 117,210 -371 -0.3% 0.70% $10.8M 2026-04-27 $102.10
2025 Q4 REDUCED 117,581 -2,717 -2.3% 0.71% $11.4M 2026-01-21 $96.84
2025 Q3 ADDED 120,298 +2,969 +2.5% 0.68% $11.3M 2025-10-20 $94.22
2025 Q2 ADDED 117,329 +13,082 +12.5% 0.67% $10.3M 2025-07-17 $88.50
2025 Q1 ADDED 104,247 +7,532 +7.8% 0.59% $8.3M 2025-04-25 $76.99
2024 Q4 ADDED 96,715 +15,087 +18.5% 0.55% $8.0M 2025-01-17 $83.84
2024 Q3 ADDED 81,628 +370 +0.5% 0.46% $6.7M 2024-10-09 $81.00
2024 Q2 ADDED 81,258 +2,006 +2.5% 0.48% $6.3M 2024-07-10 $78.76
2024 Q1 ADDED 79,252 +1,470 +1.9% 0.46% $5.9M 2024-04-19 $69.34
2023 Q4 ADDED 77,782 +142 +0.2% 0.44% $5.3M 2024-01-26 $68.07
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ALBION FINANCIAL GROUP /UT and JUST

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALBION FINANCIAL GROUP /UT reported owning JUST?

ALBION FINANCIAL GROUP /UT reported JUST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JUST position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for JUST was 0.71% in 2025 Q4.

What is the latest reported JUST position on this page?

The most recent filing on this page is 2026 Q1, when ALBION FINANCIAL GROUP /UT reported 117,210 shares, equal to 0.70% of portfolio, with an estimated market value of $10.8M.

What does the chart on this JUST ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT's quarterly JUST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALBION FINANCIAL GROUP /UT time their JUST position?

Based on 13F filing dates vs. subsequent JUST price moves, ALBION FINANCIAL GROUP /UT correctly timed 16 out of 23 reported position changes (70%). The annualised alpha on JUST relative to SPY over the holding period was -0.4%.

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