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Apella Capital’s Jacobs Solutions J Stock Holding History

Apella Capital’s Portfolio J Stock Details J Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$317K Buy
2,326
+215
+10% +$30.1K ﹤0.01% 618
2026
Q2 		$275K Buy
2,111
+24
+1% +$2.95K ﹤0.01% 604
2026
Q1 		$269K Buy
2,087
+11
+0.5% +$1.5K ﹤0.01% 582
2025
Q4 		$275K Buy
2,076
+2
+0.1% +$293 0.01% 458
2025
Q3 		$324K Buy
2,074
+16
+0.8% +$2.3K 0.01% 384
2025
Q2 		$272K Sell
2,058
-7
-0.3% -$863 0.01% 366
2025
Q1 		$242K Buy
+2,065
New +$266K 0.01% 344

Other funds holding J

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.12B AUM 9.9% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital's J Position: Q3 2026 in Review

Apella Capital increased its Jacobs Solutions (J) stake by 10% in Q3 2026, buying an estimated $30.1K and bringing the position to 2,326 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Apella Capital first reported a position in J in Q1 2025 and has held it in 7 quarters since. The position peaked at $324K in Q3 2025. 28 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Apella Capital held 2,326 shares of Jacobs Solutions worth $317K as of Q3 2026.
  • Apella Capital bought 215 Jacobs Solutions shares in Q3 2026, an estimated $30.1K.
  • Jacobs Solutions made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #618 holding.
  • Apella Capital first reported a position in Jacobs Solutions in Q1 2025 and has held it in 7 quarters since.
  • Apella Capital's Jacobs Solutions position peaked at $324K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.