Toth Financial Advisory
JBL icon

Toth Financial Advisory’s Jabil JBL Stock Holding History

Toth Financial Advisory’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 		$861 Hold
3
– – ﹤0.01% 980
2026
Q2 		$1.16K Buy
+3
New +$1.04K ﹤0.01% 812
2020
Q2 		– Sell
-2,800
Closed -$69K – 567
2020
Q1 		$69K Sell
2,800
-15,395
-85% -$537K 0.02% 164
2019
Q4 		$752K Buy
18,195
+9,844
+118% +$378K 0.15% 99
2019
Q3 		$299K Sell
8,351
-1,960
-19% -$59.1K 0.07% 141
2019
Q2 		$326K Buy
10,311
+10,185
+8,083% +$292K 0.07% 133
2019
Q1 		$3K Buy
126
+1
+0.8% +$27 ﹤0.01% 370
2018
Q4 		$3K Buy
+125
New +$3.05K ﹤0.01% 362
2018
Q3 		– Sell
-3,425
Closed -$95K – 447
2018
Q2 		$95K Hold
3,425
– – 0.02% 176
2018
Q1 		$98K Hold
3,425
– – 0.02% 170
2017
Q4 		$90K Buy
+3,425
New +$97K 0.02% 174
2015
Q2 		– Sell
-8,835
Closed -$207K – 120
2015
Q1 		$207K Buy
+8,835
New +$193K 0.07% 114
2014
Q3 		– Sell
-11,580
Closed -$242K – 112
2014
Q2 		$242K Sell
11,580
-5,075
-30% -$94.3K 0.09% 102
2014
Q1 		$300K Sell
16,655
-6,847
-29% -$123K 0.12% 100
2013
Q4 		$410K Sell
23,502
-2,805
-11% -$56.9K 0.17% 84
2013
Q3 		$570K Buy
26,307
+1,685
+7% +$38.4K 0.27% 69
2013
Q2 		$502K Buy
+24,622
New +$465K 0.25% 75

Other funds holding JBL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Toth Financial Advisory's JBL Position: Q3 2026 in Review

Toth Financial Advisory held its Jabil (JBL) position steady in Q3 2026 at 3 shares worth $861. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Toth Financial Advisory first reported a position in JBL in Q2 2013 and has held it in 17 quarters since. The position peaked at $752K in Q4 2019. 428 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Toth Financial Advisory held 3 shares of Jabil worth $861 as of Q3 2026.
  • Toth Financial Advisory left its Jabil share count unchanged in Q3 2026.
  • Jabil made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #980 holding.
  • Toth Financial Advisory first reported a position in Jabil in Q2 2013 and has held it in 17 quarters since.
  • Toth Financial Advisory's Jabil position peaked at $752K in Q4 2019.
  • 428 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.