Center for Financial Planning’s Jabil JBL Stock Holding History

Center for Financial Planning’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 Q2	$181K	Sell	470 -57	-11%	-$19.7K	0.02%	181
2026 Q1	$140K	Hold	527	–	–	0.01%	196
2025 Q4	$120K	Hold	527	–	–	0.01%	207
2025 Q3	$114K	Hold	527	–	–	0.01%	215
2025 Q2	$115K	Hold	527	–	–	0.01%	205
2025 Q1	$71.7K	Sell	527 -310	-37%	-$47.7K	0.01%	244
2024 Q4	$120K	Hold	837	–	–	0.02%	185
2024 Q3	$100K	Hold	837	–	–	0.01%	186
2024 Q2	$91.1K	Hold	837	–	–	0.01%	188
2024 Q1	$112K	Buy	837 +327	+64%	+$43.9K	0.02%	176
2023 Q4	$65K	Hold	510	–	–	0.01%	199
2023 Q3	$64.7K	Hold	510	–	–	0.01%	192
2023 Q2	$55K	Hold	510	–	–	0.01%	211
2023 Q1	$45K	Buy	510 +100	+24%	+$8.05K	0.01%	227
2022 Q4	$28K	Hold	410	–	–	0.01%	267
2022 Q3	$24K	Hold	410	–	–	0.01%	280
2022 Q2	$21K	Hold	410	–	–	0.01%	290
2022 Q1	$25K	Hold	410	–	–	0.01%	292
2021 Q4	$29K	Hold	410	–	–	0.01%	284
2021 Q3	$24K	Hold	410	–	–	0.01%	295
2021 Q2	$24K	Hold	410	–	–	0.01%	292
2021 Q1	$21K	Hold	410	–	–	0.01%	303
2020 Q4	$17K	Hold	410	–	–	﹤0.01%	303
2020 Q3	$14K	Hold	410	–	–	﹤0.01%	288
2020 Q2	$13K	Hold	410	–	–	﹤0.01%	290
2020 Q1	$10K	Hold	410	–	–	﹤0.01%	325
2019 Q4	$17K	Buy	+410	New	+$15.7K	﹤0.01%	273

Other funds holding JBL

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Center for Financial Planning's JBL Position: Q2 2026 in Review

Center for Financial Planning reduced its Jabil (JBL) stake by 11% in Q2 2026, selling an estimated $19.7K and leaving 470 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #181.

Center for Financial Planning first reported a position in JBL in Q4 2019 and has held it in 27 quarters since. 279 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Center for Financial Planning held 470 shares of Jabil worth $181K as of Q2 2026.
Center for Financial Planning sold 57 Jabil shares in Q2 2026, an estimated $19.7K.
Jabil made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #181 holding.
Center for Financial Planning first reported a position in Jabil in Q4 2019 and has held it in 27 quarters since.
279 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.