PF
JBTM

Phoenix Financial’s JBT Marel JBTM Stock Holding History

Phoenix Financial’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
Q1 		$319K Hold
2,500
– – ﹤0.01% 372
2025
Q4 		$383K Sell
2,500
-150
-6% -$21.1K ﹤0.01% 331
2025
Q3 		$372K Buy
+2,650
New +$362K ﹤0.01% 337

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Phoenix Financial's JBTM Position: Q1 2026 in Review

Phoenix Financial held its JBT Marel (JBTM) position steady in Q1 2026 at 2,500 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Phoenix Financial first reported a position in JBTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $383K in Q4 2025. 406 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • Phoenix Financial held 2,500 shares of JBT Marel worth $319K as of Q1 2026.
  • Phoenix Financial left its JBT Marel share count unchanged in Q1 2026.
  • JBT Marel made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #372 holding.
  • Phoenix Financial first reported a position in JBT Marel in Q3 2025 and has held it in 3 quarters since.
  • Phoenix Financial's JBT Marel position peaked at $383K in Q4 2025.
  • 406 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

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