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USA FINANCIAL FORMULAS’s Jabil JBL Stock Holding History

USA FINANCIAL FORMULAS’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 		$727K Buy
+1,887
New +$652K 0.13% 54

Other funds holding JBL

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
SGAM
Smith Group Asset Management Dallas, Texas $2.46B AUM 57.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

USA FINANCIAL FORMULAS's JBL Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Jabil (JBL) in Q2 2026: 1,887 shares worth $727K. The stake represents 0.13% of the portfolio and ranks #54 among its holdings.

492 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,887 shares of Jabil worth $727K as of Q2 2026.
  • Jabil was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Jabil made up 0.13% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #54 holding.
  • 492 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.