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Phoenix Financial’s Jabil JBL Stock Holding History

Phoenix Financial’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 		$1.5M Buy
3,903
+411
+12% +$142K 0.01% 220
2026
Q1 		$402K Buy
3,492
+2,453
+236% +$618K ﹤0.01% 339
2025
Q4 		$237K Buy
+1,039
New +$222K ﹤0.01% 420
2025
Q1 		– Sell
-6,214
Closed -$894K – 399
2024
Q4 		$894K Sell
6,214
-624
-9% -$81.8K 0.01% 225
2024
Q3 		$821K Buy
6,838
+1,262
+23% +$137K 0.01% 228
2024
Q2 		$601K Buy
5,576
+646
+13% +$78.3K 0.01% 239
2024
Q1 		$659K Buy
+4,930
New +$662K 0.01% 247

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 $3.38T 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial's JBL Position: Q2 2026 in Review

Phoenix Financial increased its Jabil (JBL) stake by 12% in Q2 2026, buying an estimated $142K and bringing the position to 3,903 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #220.

Phoenix Financial first reported a position in JBL in Q1 2024 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Phoenix Financial held 3,903 shares of Jabil worth $1.5M as of Q2 2026.
  • Phoenix Financial bought 411 Jabil shares in Q2 2026, an estimated $142K.
  • Jabil made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #220 holding.
  • Phoenix Financial first reported a position in Jabil in Q1 2024 and has held it in 7 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.