AF
JBTM

Allworth Financial’s JBT Marel JBTM Stock Holding History

Allworth Financial’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7K Buy
150
+13
+9% +$1.68K ﹤0.01% 3126
2026
Q1 		$17.5K Sell
137
-124
-48% -$18.8K ﹤0.01% 3087
2025
Q4 		$39.3K Buy
261
+3
+1% +$423 ﹤0.01% 2351
2025
Q3 		$36.2K Buy
258
+4
+2% +$547 ﹤0.01% 2328
2025
Q2 		$30.5K Buy
254
+5
+2% +$559 ﹤0.01% 2247
2025
Q1 		$25.5K Buy
249
+3
+1% +$380 ﹤0.01% 1931
2024
Q4 		$31.2K Sell
246
-35
-12% -$4.04K ﹤0.01% 1827
2024
Q3 		$27.7K Hold
281
– – ﹤0.01% 1706
2024
Q2 		$28.4K Sell
281
-12
-4% -$1.13K ﹤0.01% 1657
2024
Q1 		$30.7K Buy
293
+73
+33% +$7.27K ﹤0.01% 1527
2023
Q4 		$21.9K Buy
220
+11
+5% +$1.14K ﹤0.01% 1594
2023
Q3 		$22K Hold
209
– – ﹤0.01% 1458
2023
Q2 		$25.4K Hold
209
– – ﹤0.01% 1392
2023
Q1 		$22.9K Hold
209
– – ﹤0.01% 1380
2022
Q4 		$19.1K Hold
209
– – ﹤0.01% 1386
2022
Q3 		$18K Hold
209
– – ﹤0.01% 1353
2022
Q2 		$23K Buy
209
+1
+0.5% +$115 ﹤0.01% 1192
2022
Q1 		$25K Buy
+208
New +$26.6K ﹤0.01% 1171
2021
Q1 		– Sell
-104
Closed -$12K – 1637
2020
Q4 		$12K Hold
104
– – ﹤0.01% 801
2020
Q3 		$10K Hold
104
– – ﹤0.01% 722
2020
Q2 		$9K Buy
+104
New +$8.07K ﹤0.01% 759

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's JBTM Position: Q2 2026 in Review

Allworth Financial increased its JBT Marel (JBTM) stake by 9.5% in Q2 2026, buying an estimated $1.68K and bringing the position to 150 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Allworth Financial first reported a position in JBTM in Q2 2020 and has held it in 21 quarters since. The position peaked at $39.3K in Q4 2025. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Allworth Financial held 150 shares of JBT Marel worth $21.7K as of Q2 2026.
  • Allworth Financial bought 13 JBT Marel shares in Q2 2026, an estimated $1.68K.
  • JBT Marel made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3126 holding.
  • Allworth Financial first reported a position in JBT Marel in Q2 2020 and has held it in 21 quarters since.
  • Allworth Financial's JBT Marel position peaked at $39.3K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.