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 Q2	$241K	Buy	626 +194	+45%	+$67K	0.01%	341
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TYCC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Root Financial Partners's JBL Position: Q2 2026 in Review

Root Financial Partners increased its Jabil (JBL) stake by 45% in Q2 2026, buying an estimated $67K and bringing the position to 626 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #341.

Root Financial Partners first reported a position in JBL in Q3 2025 and has held it in 4 quarters since. 1,118 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

Root Financial Partners held 626 shares of Jabil worth $241K as of Q2 2026.
Root Financial Partners bought 194 Jabil shares in Q2 2026, an estimated $67K.
Jabil made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #341 holding.
Root Financial Partners first reported a position in Jabil in Q3 2025 and has held it in 4 quarters since.
1,118 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.