Ballentine Partners
J icon

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
Q3 		$940K Buy
6,951
+151
+2% +$21.1K 0.01% 404
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% 294
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

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

Ballentine Partners's J Position: Q3 2026 in Review

Ballentine Partners increased its Jacobs Solutions (J) stake by 2.2% in Q3 2026, buying an estimated $21.1K and bringing the position to 6,951 shares worth $940K. 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 14 quarters since. The position peaked at $1.1M in Q3 2025. 737 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Ballentine Partners held 6,951 shares of Jacobs Solutions worth $940K as of Q3 2026.
  • Ballentine Partners bought 151 Jacobs Solutions shares in Q3 2026, an estimated $21.1K.
  • Jacobs Solutions made up 0.01% of Ballentine Partners's portfolio in Q3 2026, its #404 holding.
  • Ballentine Partners first reported a position in Jacobs Solutions in Q2 2023 and has held it in 14 quarters since.
  • Ballentine Partners's Jacobs Solutions position peaked at $1.1M in Q3 2025.
  • 737 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.