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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
+1,883
+47,075% +$650K 0.13% 54
2026
Q1 		$1.06K Hold
4
– – ﹤0.01% 331
2025
Q4 		$912 Sell
4
-3,523
-100% -$752K ﹤0.01% 305
2025
Q3 		$766K Buy
+3,527
New +$768K 0.14% 60
2024
Q2 		– Sell
-6,401
Closed -$857K – 345
2024
Q1 		$857K Buy
6,401
+6,347
+11,754% +$852K 0.14% 84
2023
Q4 		$6.88K Sell
54
-881
-94% -$112K ﹤0.01% 257
2023
Q3 		$119K Buy
935
+462
+98% +$50.5K 0.18% 128
2023
Q2 		$51.1K Buy
+473
New +$41.6K 0.08% 165
2021
Q4 		– Sell
-6,067
Closed -$354K – 438
2021
Q3 		$354K Buy
+6,067
New +$361K 0.32% 97
2017
Q3 		– Sell
-25,917
Closed -$757K – 294
2017
Q2 		$757K Buy
+25,917
New +$762K 0.18% 114

Other funds holding JBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

USA Financial Formulas's JBL Position: Q2 2026 in Review

USA Financial Formulas increased its Jabil (JBL) stake by 47,075% in Q2 2026, buying an estimated $650K and bringing the position to 1,887 shares worth $727K. The position accounts for 0.13% of the portfolio, ranked #54.

USA Financial Formulas first reported a position in JBL in Q2 2017 and has held it in 10 quarters since. The position peaked at $857K in Q1 2024. 1,112 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.
  • USA Financial Formulas bought 1,883 Jabil shares in Q2 2026, an estimated $650K.
  • Jabil made up 0.13% of USA Financial Formulas's portfolio in Q2 2026, its #54 holding.
  • USA Financial Formulas first reported a position in Jabil in Q2 2017 and has held it in 10 quarters since.
  • USA Financial Formulas's Jabil position peaked at $857K in Q1 2024.
  • 1,112 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.