Root Financial Partners
JBL icon

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
Q3 		$224K Buy
782
+156
+25% +$49.8K 0.01% 403
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

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Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's JBL Position: Q3 2026 in Review

Root Financial Partners increased its Jabil (JBL) stake by 25% in Q3 2026, buying an estimated $49.8K and bringing the position to 782 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #403.

Root Financial Partners first reported a position in JBL in Q3 2025 and has held it in 5 quarters since. The position peaked at $241K in Q2 2026. 857 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Root Financial Partners held 782 shares of Jabil worth $224K as of Q3 2026.
  • Root Financial Partners bought 156 Jabil shares in Q3 2026, an estimated $49.8K.
  • Jabil made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #403 holding.
  • Root Financial Partners first reported a position in Jabil in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Jabil position peaked at $241K in Q2 2026.
  • 857 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.