CIM
JBS

Confluence Investment Management’s JBS N.V. JBS Stock Holding History

Confluence Investment Management’s Portfolio JBS Stock Details JBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$229K Buy
19,326
+2,845
+17% +$41.6K ﹤0.01% 275
2026
Q1 		$296K Buy
16,481
+551
+3% +$8.58K ﹤0.01% 258
2025
Q4 		$230K Hold
15,930
– – ﹤0.01% 280
2025
Q3 		$238K Buy
15,930
+3,404
+27% +$49.6K ﹤0.01% 269
2025
Q2 		$183K Buy
+12,526
New +$176K ﹤0.01% 278

Other funds holding JBS

BPS
BNDES Participacoes SA Rio De Janeiro, Brazil $2.36B AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Confluence Investment Management's JBS Position: Q2 2026 in Review

Confluence Investment Management increased its JBS N.V. (JBS) stake by 17% in Q2 2026, buying an estimated $41.6K and bringing the position to 19,326 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Confluence Investment Management first reported a position in JBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q1 2026. 267 funds tracked by Wall St. Rank hold JBS as of Q2 2026.

  • Confluence Investment Management held 19,326 shares of JBS N.V. worth $229K as of Q2 2026.
  • Confluence Investment Management bought 2,845 JBS N.V. shares in Q2 2026, an estimated $41.6K.
  • JBS N.V. made up ﹤0.01% of Confluence Investment Management's portfolio in Q2 2026, its #275 holding.
  • Confluence Investment Management first reported a position in JBS N.V. in Q2 2025 and has held it in 5 quarters since.
  • Confluence Investment Management's JBS N.V. position peaked at $296K in Q1 2026.
  • 267 funds tracked by Wall St. Rank held JBS N.V. as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.