Bell Investment Advisors’s JBDI Holdings JBDI Stock Holding History

Bell Investment Advisors’s Portfolio JBDI Stock Details JBDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-365	Closed	-$680	–	1992
2025 Q1	$680	Hold	365	–	–	﹤0.01%	1666
2024 Q4	$475	Buy	+365	New	+$593	﹤0.01%	1786

Other funds holding JBDI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $508M AUM 24.82% 1-Year Est. Return

Bell Investment Advisors's JBDI Position: Q2 2025 in Review

Bell Investment Advisors sold out of JBDI Holdings (JBDI) in Q2 2025, closing a stake of 365 shares — an estimated $680 sold.

Bell Investment Advisors first reported a position in JBDI in Q4 2024 and held it in 2 quarters. The position peaked at $680 in Q1 2025. 3 funds tracked by Wall St. Rank hold JBDI as of Q2 2025.

Bell Investment Advisors reported no remaining JBDI Holdings position as of Q2 2025 after selling out during the quarter.
Bell Investment Advisors sold 365 JBDI Holdings shares in Q2 2025, an estimated $680.
Bell Investment Advisors first reported a position in JBDI Holdings in Q4 2024 and held it in 2 quarters.
Bell Investment Advisors's JBDI Holdings position peaked at $680 in Q1 2025.
3 funds tracked by Wall St. Rank held JBDI Holdings as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.