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Optimist Retirement Group’s Jabil JBL Stock Holding History

Optimist Retirement 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 		$356K Buy
+924
New +$319K 0.14% 89

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

Optimist Retirement Group's JBL Position: Q2 2026 in Review

Optimist Retirement Group opened a new position in Jabil (JBL) in Q2 2026: 924 shares worth $356K. The stake represents 0.14% of the portfolio and ranks #89 among its holdings.

1,112 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Optimist Retirement Group held 924 shares of Jabil worth $356K as of Q2 2026.
  • Jabil was a new Optimist Retirement Group position in Q2 2026.
  • Jabil made up 0.14% of Optimist Retirement Group's portfolio in Q2 2026, its #89 holding.
  • 1,112 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.