CAPTRUST Financial Advisors
JBL icon

CAPTRUST Financial Advisors’s Jabil JBL Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$5.23M Buy
19,706
+5,281
+37% +$1.33M 0.01% 750
2025
Q4 		$3.29M Buy
14,425
+2,295
+19% +$490K 0.01% 847
2025
Q3 		$2.63M Sell
12,130
-1,202
-9% -$262K 0.01% 894
2025
Q2 		$2.91M Buy
13,332
+4,777
+56% +$774K 0.01% 809
2025
Q1 		$1.16M Buy
8,555
+351
+4% +$54K ﹤0.01% 1188
2024
Q4 		$1.18M Buy
8,204
+2,858
+53% +$375K ﹤0.01% 1153
2024
Q3 		$641K Sell
5,346
-852
-14% -$92.5K ﹤0.01% 1448
2024
Q2 		$674K Buy
6,198
+262
+4% +$31.8K ﹤0.01% 1364
2024
Q1 		$795K Sell
5,936
-4,490
-43% -$603K ﹤0.01% 1248
2023
Q4 		$1.33M Sell
10,426
-797
-7% -$101K ﹤0.01% 1101
2023
Q3 		$1.42M Buy
11,223
+1,006
+10% +$110K 0.01% 998
2023
Q2 		$1.1M Sell
10,217
-2,292
-18% -$202K ﹤0.01% 1145
2023
Q1 		$1.1M Sell
12,509
-7,340
-37% -$591K ﹤0.01% 986
2022
Q4 		$1.35M Buy
19,849
+84
+0.4% +$5.55K 0.01% 847
2022
Q3 		$1.14M Buy
19,765
+3,082
+18% +$179K 0.01% 860
2022
Q2 		$854K Buy
16,683
+1,895
+13% +$110K 0.01% 912
2022
Q1 		$913K Sell
14,788
-3,044
-17% -$188K 0.01% 884
2021
Q4 		$1.25M Sell
17,832
-6,977
-28% -$441K 0.01% 719
2021
Q3 		$1.45M Sell
24,809
-8,227
-25% -$489K 0.01% 616
2021
Q2 		$1.92M Sell
33,036
-1,726
-5% -$95K 0.02% 515
2021
Q1 		$1.81M Buy
34,762
+21,582
+164% +$983K 0.02% 498
2020
Q4 		$561K Buy
13,180
+3,933
+43% +$149K 0.01% 789
2020
Q3 		$320K Buy
9,247
+5,934
+179% +$198K 0.01% 849
2020
Q2 		$103K Buy
+3,313
New +$95.4K ﹤0.01% 1336
2018
Q3 		– Sell
-400
Closed -$11K – 1643
2018
Q2 		$11K Hold
400
– – ﹤0.01% 1145
2018
Q1 		$11K Hold
400
– – ﹤0.01% 998
2017
Q4 		$10K Buy
+400
New +$11.3K ﹤0.01% 984

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's JBL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Jabil (JBL) stake by 37% in Q1 2026, buying an estimated $1.33M and bringing the position to 19,706 shares worth $5.23M. The position accounts for 0.01% of the portfolio, ranked #750.

CAPTRUST Financial Advisors first reported a position in JBL in Q4 2017 and has held it in 27 quarters since. 969 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • CAPTRUST Financial Advisors held 19,706 shares of Jabil worth $5.23M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 5,281 Jabil shares in Q1 2026, an estimated $1.33M.
  • Jabil made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #750 holding.
  • CAPTRUST Financial Advisors first reported a position in Jabil in Q4 2017 and has held it in 27 quarters since.
  • 969 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.