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Kingswood Wealth Advisors’s Jabil JBL Stock Holding History

Kingswood Wealth Advisors’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 		$984K Sell
2,552
-249
-9% -$86K 0.04% 414
2026
Q1 		$744K Buy
2,801
+25
+0.9% +$6.3K 0.04% 441
2025
Q4 		$633K Buy
2,776
+138
+5% +$29.4K 0.03% 460
2025
Q3 		$573K Sell
2,638
-530
-17% -$115K 0.03% 447
2025
Q2 		$691K Sell
3,168
-158
-5% -$25.6K 0.05% 338
2025
Q1 		$453K Buy
3,326
+217
+7% +$33.4K 0.04% 422
2024
Q4 		$447K Buy
+3,109
New +$408K 0.03% 473
2024
Q3 		– Sell
-2,670
Closed -$290K – 711
2024
Q2 		$290K Sell
2,670
-37
-1% -$4.49K 0.03% 530
2024
Q1 		$363K Sell
2,707
-1,560
-37% -$209K 0.04% 426
2023
Q4 		$544K Buy
4,267
+2,523
+145% +$321K 0.06% 329
2023
Q3 		$221K Buy
+1,744
New +$191K 0.04% 373

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
TYCC
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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kingswood Wealth Advisors's JBL Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Jabil (JBL) stake by 8.9% in Q2 2026, selling an estimated $86K and leaving 2,552 shares worth $984K. The position accounts for 0.04% of the portfolio, ranked #414.

Kingswood Wealth Advisors first reported a position in JBL in Q3 2023 and has held it in 11 quarters since. 1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Kingswood Wealth Advisors held 2,552 shares of Jabil worth $984K as of Q2 2026.
  • Kingswood Wealth Advisors sold 249 Jabil shares in Q2 2026, an estimated $86K.
  • Jabil made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #414 holding.
  • Kingswood Wealth Advisors first reported a position in Jabil in Q3 2023 and has held it in 11 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.