Pinnacle Wealth Planning Services
JBL icon

Pinnacle Wealth Planning Services’s Jabil JBL Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$363K Sell
1,267
-34
-3% -$10.9K 0.04% 301
2026
Q2 		$502K Buy
1,301
+10
+0.8% +$3.45K 0.05% 227
2026
Q1 		$343K Sell
1,291
-6
-0.5% -$1.51K 0.04% 296
2025
Q4 		$296K Buy
1,297
+1
+0.1% +$213 0.03% 329
2025
Q3 		$281K Sell
1,296
-12
-0.9% -$2.61K 0.03% 341
2025
Q2 		$285K Buy
+1,308
New +$212K 0.04% 315
2024
Q4 		– Sell
-2,778
Closed -$333K – 481
2024
Q3 		$333K Sell
2,778
-68
-2% -$7.39K 0.05% 277
2024
Q2 		$310K Buy
2,846
+8
+0.3% +$970 0.04% 284
2024
Q1 		$380K Buy
2,838
+33
+1% +$4.43K 0.06% 240
2023
Q4 		$357K Buy
2,805
+17
+0.6% +$2.16K 0.06% 228
2023
Q3 		$354K Sell
2,788
-533
-16% -$58.3K 0.06% 219
2023
Q2 		$358K Sell
3,321
-504
-13% -$44.4K 0.06% 228
2023
Q1 		$337K Sell
3,825
-265
-6% -$21.3K 0.06% 247
2022
Q4 		$279K Buy
4,090
+104
+3% +$6.87K 0.05% 281
2022
Q3 		$230K Buy
+3,986
New +$232K 0.04% 294
2022
Q2 		– Sell
-3,754
Closed -$232K – 449
2022
Q1 		$232K Buy
3,754
+4
+0.1% +$247 0.04% 335
2021
Q4 		$263K Sell
3,750
-71
-2% -$4.49K 0.05% 284
2021
Q3 		$223K Buy
3,821
+40
+1% +$2.38K 0.05% 305
2021
Q2 		$220K Buy
+3,781
New +$208K 0.05% 300
2021
Q1 		– Sell
-1,187
Closed -$50K – 1157
2020
Q4 		$50K Buy
+1,187
New +$45K 0.01% 797

Other funds holding JBL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Smith Group Asset Management
Smith Group Asset Management Dallas, Texas $1.53B AUM 46.79% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Pinnacle Wealth Planning Services's JBL Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Jabil (JBL) stake by 2.6% in Q3 2026, selling an estimated $10.9K and leaving 1,267 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #301.

Pinnacle Wealth Planning Services first reported a position in JBL in Q4 2020 and has held it in 20 quarters since. The position peaked at $502K in Q2 2026. 291 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,267 shares of Jabil worth $363K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 34 Jabil shares in Q3 2026, an estimated $10.9K.
  • Jabil made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #301 holding.
  • Pinnacle Wealth Planning Services first reported a position in Jabil in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Jabil position peaked at $502K in Q2 2026.
  • 291 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.