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Vista Investment Partners II’s Jabil JBL Stock Holding History

Vista Investment Partners II’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 		$4.72M Buy
12,236
+247
+2% +$85.3K 1.85% 10
2026
Q1 		$3.18M Sell
11,989
-76
-0.6% -$19.1K 1.43% 19
2025
Q4 		$2.75M Buy
+12,065
New +$2.57M 1.19% 30

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
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
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
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Vista Investment Partners II's JBL Position: Q2 2026 in Review

Vista Investment Partners II increased its Jabil (JBL) stake by 2.1% in Q2 2026, buying an estimated $85.3K and bringing the position to 12,236 shares worth $4.72M. The position accounts for 1.85% of the portfolio, ranked #10.

Vista Investment Partners II first reported a position in JBL in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold JBL as of Q2 2026.

  • Vista Investment Partners II held 12,236 shares of Jabil worth $4.72M as of Q2 2026.
  • Vista Investment Partners II bought 247 Jabil shares in Q2 2026, an estimated $85.3K.
  • Jabil made up 1.85% of Vista Investment Partners II's portfolio in Q2 2026, its #10 holding.
  • Vista Investment Partners II first reported a position in Jabil in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Jabil as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.