PlanVest Financial’s JBT Marel JBTM Stock Holding History

PlanVest 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	$4.55K	Hold	31	–	–	﹤0.01%	469
2026 Q1	$4.01K	Buy	+31	New	+$4.69K	﹤0.01%	446

Other funds holding JBTM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PlanVest Financial's JBTM Position: Q2 2026 in Review

PlanVest Financial held its JBT Marel (JBTM) position steady in Q2 2026 at 31 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

PlanVest Financial first reported a position in JBTM in Q1 2026 and has held it in 2 quarters since. 384 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

PlanVest Financial held 31 shares of JBT Marel worth $4.55K as of Q2 2026.
PlanVest Financial left its JBT Marel share count unchanged in Q2 2026.
JBT Marel made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #469 holding.
PlanVest Financial first reported a position in JBT Marel in Q1 2026 and has held it in 2 quarters since.
384 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.