PCS
JBTM

Personal CFO Solutions’s JBT Marel JBTM Stock Holding History

Personal CFO Solutions’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$542K Buy
3,738
+870
+30% +$113K 0.08% 227
2026
Q1 		$367K Buy
2,868
+250
+10% +$37.8K 0.05% 316
2025
Q4 		$394K Buy
2,618
+518
+25% +$73K 0.06% 284
2025
Q3 		$295K Buy
2,100
+411
+24% +$56.2K 0.05% 353
2025
Q2 		$203K Buy
+1,689
New +$189K 0.04% 467

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's JBTM Position: Q2 2026 in Review

Personal CFO Solutions increased its JBT Marel (JBTM) stake by 30% in Q2 2026, buying an estimated $113K and bringing the position to 3,738 shares worth $542K. The position accounts for 0.08% of the portfolio, ranked #227.

Personal CFO Solutions first reported a position in JBTM in Q2 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Personal CFO Solutions held 3,738 shares of JBT Marel worth $542K as of Q2 2026.
  • Personal CFO Solutions bought 870 JBT Marel shares in Q2 2026, an estimated $113K.
  • JBT Marel made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #227 holding.
  • Personal CFO Solutions first reported a position in JBT Marel in Q2 2025 and has held it in 5 quarters since.
  • 392 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.