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Roxbury Financial’s JetBlue JBLU Stock Holding History

Roxbury Financial’s Portfolio JBLU Stock Details JBLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Sell
50,415
-2,362
-4% -$12K 0.23% 85
2026
Q1 		$233K Sell
52,777
-510
-1% -$2.59K 0.21% 86
2025
Q4 		$242K Buy
+53,287
New +$243K 0.22% 80

Other funds holding JBLU

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Roxbury Financial's JBLU Position: Q2 2026 in Review

Roxbury Financial reduced its JetBlue (JBLU) stake by 4.5% in Q2 2026, selling an estimated $12K and leaving 50,415 shares worth $289K. The position accounts for 0.23% of the portfolio, ranked #85.

Roxbury Financial first reported a position in JBLU in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold JBLU as of Q2 2026.

  • Roxbury Financial held 50,415 shares of JetBlue worth $289K as of Q2 2026.
  • Roxbury Financial sold 2,362 JetBlue shares in Q2 2026, an estimated $12K.
  • JetBlue made up 0.23% of Roxbury Financial's portfolio in Q2 2026, its #85 holding.
  • Roxbury Financial first reported a position in JetBlue in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held JetBlue as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.