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BFC Planning, Inc.’s Jabil JBL Stock Holding History

BFC Planning, Inc.’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 		$573K Sell
1,488
-577
-28% -$199K 0.02% 563
2026
Q1 		$548K Buy
2,065
+949
+85% +$239K 0.02% 538
2025
Q4 		$255K Buy
1,116
+610
+121% +$130K 0.01% 776
2025
Q3 		$110K Buy
506
+103
+26% +$22.4K 0.01% 889
2025
Q2 		$87.9K Hold
403
– – 0.01% 935
2025
Q1 		$54.8K Buy
403
+21
+5% +$3.23K ﹤0.01% 1073
2024
Q4 		$54.9K Buy
+382
New +$50.1K ﹤0.01% 1072

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Texas Yale Capital Corp
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BFC Planning, Inc.'s JBL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Jabil (JBL) stake by 28% in Q2 2026, selling an estimated $199K and leaving 1,488 shares worth $573K. The position accounts for 0.02% of the portfolio, ranked #563.

BFC Planning, Inc. first reported a position in JBL in Q4 2024 and has held it in 7 quarters since. 1,126 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • BFC Planning, Inc. held 1,488 shares of Jabil worth $573K as of Q2 2026.
  • BFC Planning, Inc. sold 577 Jabil shares in Q2 2026, an estimated $199K.
  • Jabil made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #563 holding.
  • BFC Planning, Inc. first reported a position in Jabil in Q4 2024 and has held it in 7 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.