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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 		$12.4K Buy
+100
New +$12.3K ﹤0.01% 909

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
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 185 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.
  • 185 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.