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Root Financial Partners’s Jabil JBL Stock Holding History

Root Financial Partners’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
Q1 		$115K Buy
432
+43
+11% +$10.8K 0.01% 518
2025
Q4 		$88.7K Buy
389
+109
+39% +$23.3K ﹤0.01% 508
2025
Q3 		$60.8K Buy
+280
New +$61K ﹤0.01% 605

Other funds holding JBL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Root Financial Partners's JBL Position: Q1 2026 in Review

Root Financial Partners increased its Jabil (JBL) stake by 11% in Q1 2026, buying an estimated $10.8K and bringing the position to 432 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #518.

Root Financial Partners first reported a position in JBL in Q3 2025 and has held it in 3 quarters since. 970 funds tracked by Wall St. Rank hold JBL as of Q1 2026.

  • Root Financial Partners held 432 shares of Jabil worth $115K as of Q1 2026.
  • Root Financial Partners bought 43 Jabil shares in Q1 2026, an estimated $10.8K.
  • Jabil made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #518 holding.
  • Root Financial Partners first reported a position in Jabil in Q3 2025 and has held it in 3 quarters since.
  • 970 funds tracked by Wall St. Rank held Jabil as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.