SAG
JBTM

SageView Advisory Group’s JBT Marel JBTM Stock Holding History

SageView Advisory Group’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-310
Closed -$46.7K – 2575
2025
Q4 		$46.7K Buy
+310
New +$43.7K ﹤0.01% 1106

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

SageView Advisory Group's JBTM Position: Q1 2026 in Review

SageView Advisory Group sold out of JBT Marel (JBTM) in Q1 2026, closing a stake of 310 shares — an estimated $46.7K sold.

SageView Advisory Group first reported a position in JBTM in Q4 2025 and held it in 1 quarter. The position peaked at $46.7K in Q4 2025. 407 funds tracked by Wall St. Rank hold JBTM as of Q1 2026.

  • SageView Advisory Group reported no remaining JBT Marel position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 310 JBT Marel shares in Q1 2026, an estimated $46.7K.
  • SageView Advisory Group first reported a position in JBT Marel in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's JBT Marel position peaked at $46.7K in Q4 2025.
  • 407 funds tracked by Wall St. Rank held JBT Marel as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.