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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Phoenix Financial's JBL Position: Q1 2026 in Review

Phoenix Financial increased its Jabil (JBL) stake by 236% in Q1 2026, buying an estimated $618K and bringing the position to 3,492 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Phoenix Financial first reported a position in JBL in Q1 2024 and has held it in 6 quarters since. The position peaked at $894K in Q4 2024. 972 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

Phoenix Financial held 3,492 shares of Jabil worth $402K as of Q1 2026.
Phoenix Financial bought 2,453 Jabil shares in Q1 2026, an estimated $618K.
Jabil made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #339 holding.
Phoenix Financial first reported a position in Jabil in Q1 2024 and has held it in 6 quarters since.
Phoenix Financial's Jabil position peaked at $894K in Q4 2024.
972 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.