Rise Advisors’s Jabil JBL Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-73	Closed	-$16K	–	776
2025 Q3	$16K	Buy	73 +4	+6%	+$871	0.01%	714
2025 Q2	$15.1K	Buy	69 +4	+6%	+$648	0.01%	714
2025 Q1	$8.9K	Sell	65 -84	-56%	-$12.9K	﹤0.01%	1056
2024 Q4	$21.5K	Hold	149	–	–	0.01%	610
2024 Q3	$17.9K	Hold	149	–	–	0.01%	764
2024 Q2	$16.2K	Hold	149	–	–	0.01%	785
2024 Q1	$20K	Buy	+149	New	+$20K	0.01%	652
2023 Q2	–	Sell	-7	Closed	-$617	–	733
2023 Q1	$617	Buy	+7	New	+$564	﹤0.01%	716

Other funds holding JBL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Rise Advisors's JBL Position: Q4 2025 in Review

Rise Advisors sold out of Jabil (JBL) in Q4 2025, closing a stake of 73 shares — an estimated $16K sold.

Rise Advisors first reported a position in JBL in Q1 2023 and held it in 8 quarters. The position peaked at $21.5K in Q4 2024. 929 funds tracked by Wall St. Rank hold JBL as of Q4 2025.

Rise Advisors reported no remaining Jabil position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 73 Jabil shares in Q4 2025, an estimated $16K.
Rise Advisors first reported a position in Jabil in Q1 2023 and held it in 8 quarters.
Rise Advisors's Jabil position peaked at $21.5K in Q4 2024.
929 funds tracked by Wall St. Rank held Jabil as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.