BP
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Ballentine Partners’s Jacobs Solutions J Stock Holding History

Ballentine Partners’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 		$857K Sell
6,800
-217
-3% -$26.7K 0.01% 404
2026
Q1 		$893K Sell
7,017
-167
-2% -$22.7K 0.01% 380
2025
Q4 		$952K Sell
7,184
-154
-2% -$22.6K 0.01% 337
2025
Q3 		$1.1M Sell
7,338
-48
-0.6% -$6.9K 0.02% 309
2025
Q2 		$971K Buy
7,386
+324
+5% +$39.9K 0.01% 327
2025
Q1 		$845K Sell
7,062
-188
-3% -$24.2K 0.01% 326
2024
Q4 		$959K Sell
7,250
-37
-0.5% -$5.09K 0.02% 291
2024
Q3 		$944K Sell
7,287
-753
-9% -$90.7K 0.02% 293
2024
Q2 		$929K Sell
8,040
-237
-3% -$27.8K 0.02% 277
2024
Q1 		$1.05M Buy
8,277
+246
+3% +$28.8K 0.02% 235
2023
Q4 		$862K Sell
8,031
-18
-0.2% -$1.96K 0.02% 255
2023
Q3 		$909K Buy
8,049
+4,062
+102% +$438K 0.02% 211
2023
Q2 		$392K Buy
+3,987
New +$380K 0.01% 376

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

Ballentine Partners's J Position: Q2 2026 in Review

Ballentine Partners reduced its Jacobs Solutions (J) stake by 3.1% in Q2 2026, selling an estimated $26.7K and leaving 6,800 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #404.

Ballentine Partners first reported a position in J in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.1M in Q3 2025. 109 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Ballentine Partners held 6,800 shares of Jacobs Solutions worth $857K as of Q2 2026.
  • Ballentine Partners sold 217 Jacobs Solutions shares in Q2 2026, an estimated $26.7K.
  • Jacobs Solutions made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #404 holding.
  • Ballentine Partners first reported a position in Jacobs Solutions in Q2 2023 and has held it in 13 quarters since.
  • Ballentine Partners's Jacobs Solutions position peaked at $1.1M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.