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B. Riley Wealth Advisors’s Jabil JBL Stock Holding History

B. Riley Wealth Advisors’s Portfolio JBL Stock Details JBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,511
Closed -$1.57M – 1227
2025
Q1 		$1.57M Buy
11,511
+375
+3% +$57.7K 0.05% 377
2024
Q4 		$1.6M Buy
11,136
+433
+4% +$56.8K 0.05% 326
2024
Q3 		$1.28M Sell
10,703
-1,211
-10% -$132K 0.04% 437
2024
Q2 		$1.3M Sell
11,914
-10,986
-48% -$1.33M 0.03% 458
2024
Q1 		$2.91M Buy
22,900
+5,606
+32% +$753K 0.08% 247
2023
Q4 		$2.2M Sell
17,294
-5,606
-24% -$714K 0.06% 338
2023
Q3 		$2.91M Sell
22,900
-1,099
-5% -$120K 0.08% 247
2023
Q2 		$2.59M Sell
23,999
-4,402
-15% -$388K 0.06% 304
2023
Q1 		$2.5M Buy
28,401
+3,864
+16% +$311K 0.07% 293
2022
Q4 		$1.67M Buy
24,537
+1,697
+7% +$112K 0.05% 384
2022
Q3 		$1.32M Buy
22,840
+1,771
+8% +$103K 0.04% 420
2022
Q2 		$1.08M Buy
21,069
+5,011
+31% +$290K 0.05% 397
2022
Q1 		$992K Sell
16,058
-2,387
-13% -$147K 0.03% 491
2021
Q4 		$1.3M Sell
18,445
-1,049
-5% -$66.3K 0.04% 452
2021
Q3 		$1.14M Sell
19,494
-162
-0.8% -$9.63K 0.04% 476
2021
Q2 		$1.14M Buy
19,656
+2,531
+15% +$139K 0.04% 477
2021
Q1 		$894K Buy
+17,125
New +$780K 0.03% 515
2020
Q1 		– Sell
-6,178
Closed -$256K – 848
2019
Q4 		$256K Sell
6,178
-1,437
-19% -$55.1K 0.02% 668
2019
Q3 		$273K Buy
7,615
+68
+0.9% +$2.05K 0.03% 621
2019
Q2 		$239K Buy
+7,547
New +$217K 0.03% 654
2014
Q3 		– Sell
-1,200
Closed -$25.1K – 1290
2014
Q2 		$25.1K Buy
+1,200
New +$22.3K 0.01% 1364

Other funds holding JBL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

B. Riley Wealth Advisors's JBL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Jabil (JBL) in Q2 2025, closing a stake of 11,511 shares — an estimated $1.57M sold.

B. Riley Wealth Advisors first reported a position in JBL in Q2 2014 and held it in 21 quarters. The position peaked at $2.91M in Q1 2024. 876 funds tracked by Wall St. Rank hold JBL as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Jabil position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,511 Jabil shares in Q2 2025, an estimated $1.57M.
  • B. Riley Wealth Advisors first reported a position in Jabil in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's Jabil position peaked at $2.91M in Q1 2024.
  • 876 funds tracked by Wall St. Rank held Jabil as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.