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B. Riley Wealth Advisors’s Jacobs Solutions J Stock Holding History

B. Riley Wealth Advisors’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
Q2 		$306K Buy
2,475
+418
+20% +$51.4K 0.02% 621
2026
Q1 		$257K Sell
2,057
-327
-14% -$44.5K 0.02% 629
2025
Q4 		$316K Buy
2,384
+137
+6% +$20.1K 0.01% 694
2025
Q3 		$337K Buy
2,247
+66
+3% +$9.48K 0.02% 671
2025
Q2 		$287K Buy
+2,181
New +$269K 0.01% 737
2024
Q4 		$278K Sell
2,101
-40
-2% -$5.5K 0.01% 899
2024
Q3 		$279K Sell
2,141
-596
-22% -$71.8K 0.01% 991
2024
Q2 		$317K Sell
2,737
-18,424
-87% -$2.16M 0.01% 1008
2024
Q1 		$2.39M Buy
21,161
+349
+2% +$40.9K 0.06% 296
2023
Q4 		$2.23M Sell
20,812
-349
-2% -$38K 0.06% 334
2023
Q3 		$2.39M Buy
21,161
+623
+3% +$67.1K 0.06% 296
2023
Q2 		$2.02M Sell
20,538
-482
-2% -$46K 0.05% 371
2023
Q1 		$2.04M Sell
21,020
-821
-4% -$81.9K 0.05% 333
2022
Q4 		$2.17M Buy
21,841
+696
+3% +$68.3K 0.06% 316
2022
Q3 		$1.9M Buy
21,145
+17,961
+564% +$1.86M 0.06% 321
2022
Q2 		$335K Buy
3,184
+222
+7% +$24.8K 0.01% 826
2022
Q1 		$339K Buy
2,962
+532
+22% +$57.1K 0.01% 954
2021
Q4 		$280K Buy
2,430
+422
+21% +$48.8K 0.01% 1111
2021
Q3 		$221K Buy
+2,008
New +$222K 0.01% 1194
2015
Q1 		– Sell
-1,313
Closed -$49 – 1290
2014
Q4 		$49 Buy
+1,313
New +$50.1K ﹤0.01% 2102
2014
Q3 		– Sell
-1,643
Closed -$72.4K – 1286
2014
Q2 		$72.4K Buy
+1,643
New +$78.2K 0.02% 864

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

B. Riley Wealth Advisors's J Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Jacobs Solutions (J) stake by 20% in Q2 2026, buying an estimated $51.4K and bringing the position to 2,475 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #621.

B. Riley Wealth Advisors first reported a position in J in Q2 2014 and has held it in 21 quarters since. The position peaked at $2.39M in Q1 2024. 128 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • B. Riley Wealth Advisors held 2,475 shares of Jacobs Solutions worth $306K as of Q2 2026.
  • B. Riley Wealth Advisors bought 418 Jacobs Solutions shares in Q2 2026, an estimated $51.4K.
  • Jacobs Solutions made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #621 holding.
  • B. Riley Wealth Advisors first reported a position in Jacobs Solutions in Q2 2014 and has held it in 21 quarters since.
  • B. Riley Wealth Advisors's Jacobs Solutions position peaked at $2.39M in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.