Independent Financial Group’s Jabil JBL Stock Holding History

Independent Financial Group’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	$727K	Buy	1,886 +15	+0.8%	+$5.18K	0.01%	822
2026 Q1	$497K	Buy	+1,871	New	+$471K	0.01%	935
2025 Q4	–	Sell	-3,483	Closed	-$756K	–	1446
2025 Q3	$756K	Buy	3,483 +908	+35%	+$198K	0.02%	695
2025 Q2	$562K	Buy	2,575 +995	+63%	+$161K	0.02%	727
2025 Q1	$215K	Buy	1,580 +2	+0.1%	+$308	0.01%	1089
2024 Q4	$227K	Buy	+1,578	New	+$207K	0.01%	1034
2023 Q4	–	Sell	-2,285	Closed	-$290K	–	985
2023 Q3	$290K	Sell	2,285 -866	-27%	-$94.7K	0.02%	673
2023 Q2	$340K	Buy	3,151 +30	+1%	+$2.64K	0.02%	595
2023 Q1	$275K	Buy	+3,121	New	+$251K	0.02%	640

Other funds holding JBL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Financial Group's JBL Position: Q2 2026 in Review

Independent Financial Group increased its Jabil (JBL) stake by 0.8% in Q2 2026, buying an estimated $5.18K and bringing the position to 1,886 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #822.

Independent Financial Group first reported a position in JBL in Q1 2023 and has held it in 9 quarters since. The position peaked at $756K in Q3 2025. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Independent Financial Group held 1,886 shares of Jabil worth $727K as of Q2 2026.
Independent Financial Group bought 15 Jabil shares in Q2 2026, an estimated $5.18K.
Jabil made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #822 holding.
Independent Financial Group first reported a position in Jabil in Q1 2023 and has held it in 9 quarters since.
Independent Financial Group's Jabil position peaked at $756K in Q3 2025.
1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.