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Valeo Financial Advisors’s Jabil JBL Stock Holding History

Valeo Financial Advisors’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 		$496K Sell
1,728
-80
-4% -$25.6K 0.01% 465
2026
Q2 		$697K Buy
1,808
+275
+18% +$95K 0.01% 367
2026
Q1 		$407K Sell
1,533
-231
-13% -$58.2K 0.01% 460
2025
Q4 		$402K Buy
1,764
+204
+13% +$43.5K 0.01% 523
2025
Q3 		$339K Buy
1,560
+107
+7% +$23.3K 0.01% 572
2025
Q2 		$317K Buy
+1,453
New +$236K 0.01% 562
2021
Q2 		– Sell
-721
Closed -$38K – 1179
2021
Q1 		$38K Hold
721
– – ﹤0.01% 974
2020
Q4 		$31K Hold
721
– – ﹤0.01% 923
2020
Q3 		$25K Buy
721
+9
+1% +$301 ﹤0.01% 867
2020
Q2 		$23K Buy
712
+550
+340% +$15.8K ﹤0.01% 1008
2020
Q1 		$4K Hold
162
– – ﹤0.01% 1354
2019
Q4 		$7K Hold
162
– – ﹤0.01% 1201
2019
Q3 		$6K Hold
162
– – ﹤0.01% 1160
2019
Q2 		$5K Hold
162
– – ﹤0.01% 1210
2019
Q1 		$4K Buy
162
+10
+7% +$267 ﹤0.01% 1235
2018
Q4 		$4K Sell
152
-33
-18% -$806 ﹤0.01% 1142
2018
Q3 		$5K Hold
185
– – ﹤0.01% 1194
2018
Q2 		$5K Hold
185
– – ﹤0.01% 1137
2018
Q1 		$5K Sell
185
-297
-62% -$8.09K ﹤0.01% 1137
2017
Q4 		$13K Buy
482
+6
+1% +$170 ﹤0.01% 770
2017
Q3 		$14K Buy
+476
New +$14.4K ﹤0.01% 632

Other funds holding JBL

EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Valeo Financial Advisors's JBL Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Jabil (JBL) stake by 4.4% in Q3 2026, selling an estimated $25.6K and leaving 1,728 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #465.

Valeo Financial Advisors first reported a position in JBL in Q3 2017 and has held it in 21 quarters since. The position peaked at $697K in Q2 2026. 23 funds tracked by Wall St. Rank hold JBL as of Q3 2026.

  • Valeo Financial Advisors held 1,728 shares of Jabil worth $496K as of Q3 2026.
  • Valeo Financial Advisors sold 80 Jabil shares in Q3 2026, an estimated $25.6K.
  • Jabil made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #465 holding.
  • Valeo Financial Advisors first reported a position in Jabil in Q3 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's Jabil position peaked at $697K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Jabil as of Q3 2026.

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