BankPlus Trust Department’s Jacobs Solutions J Stock Holding History

BankPlus Trust Department’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 Q1	$394K	Hold	3,098	–	–	0.11%	132
2025 Q4	$410K	Buy	3,098 +1,726	+126%	+$253K	0.11%	128
2025 Q3	$206K	Hold	1,372	–	–	0.06%	169
2025 Q2	$180K	Buy	1,372 +880	+179%	+$109K	0.05%	160
2025 Q1	$58.9K	Sell	492 -51	-9%	-$6.57K	0.02%	212
2024 Q4	$71.9K	Buy	+543	New	+$74.7K	0.02%	195

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BankPlus Trust Department's J Position: Q1 2026 in Review

BankPlus Trust Department held its Jacobs Solutions (J) position steady in Q1 2026 at 3,098 shares worth $394K. The position accounts for 0.11% of the portfolio, ranked #132.

BankPlus Trust Department first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $410K in Q4 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

BankPlus Trust Department held 3,098 shares of Jacobs Solutions worth $394K as of Q1 2026.
BankPlus Trust Department left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up 0.11% of BankPlus Trust Department's portfolio in Q1 2026, its #132 holding.
BankPlus Trust Department first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Jacobs Solutions position peaked at $410K in Q4 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.