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
Q2 		$361K Hold
2,500
– – ﹤0.01% 393
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
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 $3.38T AUM 44.17% 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

Phoenix Financial's JBTM Position: Q2 2026 in Review

Phoenix Financial held its JBT Marel (JBTM) position steady in Q2 2026 at 2,500 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Phoenix Financial first reported a position in JBTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $383K in Q4 2025. 393 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Phoenix Financial held 2,500 shares of JBT Marel worth $361K as of Q2 2026.
  • Phoenix Financial left its JBT Marel share count unchanged in Q2 2026.
  • JBT Marel made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #393 holding.
  • Phoenix Financial first reported a position in JBT Marel in Q3 2025 and has held it in 4 quarters since.
  • Phoenix Financial's JBT Marel position peaked at $383K in Q4 2025.
  • 393 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

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