Allworth Financial’s Jacobs Solutions J Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.45M | Sell |
11,531
-375
| -3% | -$46.1K | 0.01% | 613 |
|
|
2026
Q1 | $1.52M | Buy |
11,906
+4,424
| +59% | +$601K | 0.01% | 601 |
|
|
2025
Q4 | $991K | Sell |
7,482
-6,647
| -47% | -$975K | ﹤0.01% | 701 |
|
|
2025
Q3 | $2.12M | Sell |
14,129
-88
| -0.6% | -$12.6K | 0.01% | 487 |
|
|
2025
Q2 | $1.87M | Buy |
14,217
+6,841
| +93% | +$843K | 0.01% | 495 |
|
|
2025
Q1 | $893K | Sell |
7,376
-258
| -3% | -$33.2K | 0.01% | 546 |
|
|
2024
Q4 | $1.07M | Buy |
7,634
+3,252
| +74% | +$448K | 0.01% | 521 |
|
|
2024
Q3 | $568K | Sell |
4,382
-323
| -7% | -$38.9K | ﹤0.01% | 548 |
|
|
2024
Q2 | $576K | Buy |
4,705
+217
| +5% | +$25.4K | ﹤0.01% | 542 |
|
|
2024
Q1 | $571K | Buy |
4,488
+980
| +28% | +$115K | ﹤0.01% | 525 |
|
|
2023
Q4 | $377K | Sell |
3,508
-392
| -10% | -$42.7K | ﹤0.01% | 585 |
|
|
2023
Q3 | $440K | Buy |
3,900
+54
| +1% | +$5.82K | ﹤0.01% | 515 |
|
|
2023
Q2 | $378K | Sell |
3,846
-1,521
| -28% | -$145K | ﹤0.01% | 560 |
|
|
2023
Q1 | $522K | Buy |
5,367
+19
| +0.4% | +$1.9K | 0.01% | 463 |
|
|
2022
Q4 | $531K | Sell |
5,348
-3
| -0.1% | -$295 | 0.01% | 441 |
|
|
2022
Q3 | $480K | Buy |
5,351
+342
| +7% | +$35.4K | 0.01% | 430 |
|
|
2022
Q2 | $527K | Buy |
5,009
+23
| +0.5% | +$2.57K | 0.01% | 391 |
|
|
2022
Q1 | $568K | Buy |
4,986
+7
| +0.1% | +$751 | 0.01% | 375 |
|
|
2021
Q4 | $573K | Hold |
4,979
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $546K | Buy |
4,979
+859
| +21% | +$95K | 0.01% | 319 |
|
|
2021
Q2 | $455K | Sell |
4,120
-12
| -0.3% | -$1.36K | 0.01% | 265 |
|
|
2021
Q1 | $442K | Buy |
4,132
+323
| +8% | +$30.8K | 0.01% | 257 |
|
|
2020
Q4 | $343K | Buy |
3,809
+1,129
| +42% | +$95.7K | 0.01% | 222 |
|
|
2020
Q3 | $206K | Hold |
2,680
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $188K | Hold |
2,680
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $176K | Buy |
2,680
+7
| +0.3% | +$526 | 0.01% | 255 |
|
|
2019
Q4 | $199K | Buy |
2,673
+12
| +0.5% | +$908 | 0.01% | 193 |
|
|
2019
Q3 | $201K | Buy |
2,661
+67
| +3% | +$4.79K | 0.01% | 170 |
|
|
2019
Q2 | $181K | Hold |
2,594
| – | – | 0.01% | 175 |
|
|
2019
Q1 | $161K | Hold |
2,594
| – | – | 0.01% | 183 |
|
|
2018
Q4 | $125K | Hold |
2,594
| – | – | 0.01% | 192 |
|
|
2018
Q3 | $164K | Sell |
2,594
-758
| -23% | -$44.5K | 0.01% | 176 |
|
|
2018
Q2 | $176K | Buy |
3,352
+2,237
| +201% | +$115K | 0.01% | 164 |
|
|
2018
Q1 | $55K | Buy |
1,115
+382
| +52% | +$20.2K | ﹤0.01% | 239 |
|
|
2017
Q4 | $40K | Buy |
+733
| New | +$37.6K | ﹤0.01% | 273 |
|
Other funds holding J
Allworth Financial's J Position: Q2 2026 in Review
Allworth Financial reduced its Jacobs Solutions (J) stake by 3.1% in Q2 2026, selling an estimated $46.1K and leaving 11,531 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #613.
Allworth Financial first reported a position in J in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.12M in Q3 2025. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.
- Allworth Financial held 11,531 shares of Jacobs Solutions worth $1.45M as of Q2 2026.
- Allworth Financial sold 375 Jacobs Solutions shares in Q2 2026, an estimated $46.1K.
- Jacobs Solutions made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #613 holding.
- Allworth Financial first reported a position in Jacobs Solutions in Q4 2017 and has held it in 35 quarters since.
- Allworth Financial's Jacobs Solutions position peaked at $2.12M in Q3 2025.
- 866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.