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COMPASS FINANCIAL MANAGEMENT LLC’s Jabil JBL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$707K Buy
+1,996
New +$689K 0.09% 222

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's JBL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Jabil (JBL) in Q2 2026: 1,996 shares worth $707K. The stake represents 0.09% of the portfolio and ranks #222 among its holdings.

784 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,996 shares of Jabil worth $707K as of Q2 2026.
  • Jabil was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Jabil made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #222 holding.
  • 784 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.