Balance Wealth
J icon

Balance Wealth’s Jacobs Solutions J Stock Holding History

Balance Wealth’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 		$794 Buy
+6
New +$839 ﹤0.01% 857

Other funds holding J

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Balance Wealth's J Position: Q3 2026 in Review

Balance Wealth opened a new position in Jacobs Solutions (J) in Q3 2026: 6 shares worth $794. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings.

733 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Balance Wealth held 6 shares of Jacobs Solutions worth $794 as of Q3 2026.
  • Jacobs Solutions was a new Balance Wealth position in Q3 2026.
  • Jacobs Solutions made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #857 holding.
  • 733 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.