JFS WEALTH ADVISORS, LLC MAT — MATTEL INC

Ownership history in JFS WEALTH ADVISORS, LLC  ·  22 quarters on record

AI Ownership Summary

JFS WEALTH ADVISORS, LLC reported MATTEL INC (MAT) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows MAT at 0.00% 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 MAT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JFS WEALTH ADVISORS, LLC's position in MATTEL INC, 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 Q2

MAT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

MAT stock page JFS WEALTH ADVISORS, LLC fund profile JFS WEALTH ADVISORS, LLC full holdings
How JFS WEALTH ADVISORS, LLC held MAT — position size vs. price
% of Fund (quarterly)    MAT 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 Q2 ADDED — — — 128 +7 +5.8% 0.00% $2K 2026-07-10 $13.33
2026 Q1 REDUCED 50.4% -5.8% ✅ 121 -123 -50.4% 0.00% $2K 2026-04-21 $14.88
2025 Q4 ADDED — — — 244 +121 +98.4% 0.00% $5K 2026-01-14 $21.16
2025 Q3 REDUCED 7.5% +18.7% ❌ 123 -10 -7.5% 0.00% $2K 2025-11-10 $19.16
2025 Q2 REDUCED 38.1% -14.0% ✅ 133 -82 -38.1% 0.00% $3K 2025-07-24 $16.89
2025 Q1 UNCHANGED — — — 215 — 0% 0.00% $4K 2025-04-22 $14.58
2024 Q4 ADDED — — — 215 +30 +16.2% 0.00% $4K 2025-01-31 $18.64
2024 Q3 REDUCED — — — 185 -2 -1.1% 0.00% $4K 2024-10-25 $19.00
2024 Q2 UNCHANGED — — — 187 — 0% 0.00% $3K 2024-07-15 $16.73
2024 Q1 UNCHANGED — — — 187 — 0% 0.00% $4K 2024-04-30 $18.32
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MAT

As of 2026 Q2 — sorted by position size

Westmount Partners, LLC 0.04% Investors Research Corp 3Y 7Y 0.02% Handelsbanken Fonder AB 3Y 7Y 0.0% Ares Financial Consulting, LLC 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0% CX Institutional 3Y 7Y 0.0% ELEVATION WEALTH PARTNERS, LLC 0.0% CoreCap Advisors, LLC 3Y 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%

FAQ About JFS WEALTH ADVISORS, LLC and MAT

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

How long has JFS WEALTH ADVISORS, LLC reported owning MAT?

JFS WEALTH ADVISORS, LLC reported MAT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported MAT position in JFS WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for MAT was 0.00% in 2024 Q1.

What is the latest reported MAT position on this page?

The most recent filing on this page is 2026 Q2, when JFS WEALTH ADVISORS, LLC reported 128 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this MAT ownership page compare?

The chart compares JFS WEALTH ADVISORS, LLC's quarterly MAT 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 JFS WEALTH ADVISORS, LLC time their MAT position?

Based on 13F filing dates vs. subsequent MAT price moves, JFS WEALTH ADVISORS, LLC correctly timed 5 out of 16 reported position changes (31%). The annualised alpha on MAT relative to SPY over the holding period was -23.8%.

← Back to JFS WEALTH ADVISORS, LLC Holdings