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MARS JEWETT FINANCIAL GROUP, INC. Last Quarter Change: USA Stocks, New

MARS JEWETT FINANCIAL GROUP, INC. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MARS JEWETT FINANCIAL GROUP, INC. opened 3 positions, added to 15, reduced 4, sold out of 1 and left 1 unchanged. The largest increase in value was AMZN (+$1,790,980); the largest decrease was COST (-$399,794).

  • BAC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 5,574.
  • WFC: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,883.
  • V: Country of operation United States; Class COM CL A; Shares 2026-03-31 0; Shares 2026-06-30 587.

Two Form 13F-HR filings compared (SEC CIK 2079098): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
BAC
BANK OF AMER CORP
United StatesCOM05,574+5,574$0$317,604+$317,604
WFC
WELLS FARGO & CO
United StatesCOM02,883+2,883$0$238,251+$238,251
V
VISA INC
United StatesCOM CL A0587+587$0$201,356+$201,356

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