BHWM
J icon

Bay Harbor Wealth Management’s Jacobs Solutions J Stock Holding History

Bay Harbor Wealth Management’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 		$2.65K Buy
21
+5
+31% +$615 ﹤0.01% 578
2026
Q1 		$2.04K Buy
16
+4
+33% +$544 ﹤0.01% 563
2025
Q4 		$1.59K Buy
12
+4
+50% +$587 ﹤0.01% 535
2025
Q3 		$1.2K Buy
8
+2
+33% +$287 ﹤0.01% 484
2025
Q2 		$788 Buy
6
+2
+50% +$247 ﹤0.01% 512
2025
Q1 		$483 Buy
+4
New +$515 ﹤0.01% 437

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bay Harbor Wealth Management's J Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Jacobs Solutions (J) stake by 31% in Q2 2026, buying an estimated $615 and bringing the position to 21 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Bay Harbor Wealth Management first reported a position in J in Q1 2025 and has held it in 6 quarters since. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Bay Harbor Wealth Management held 21 shares of Jacobs Solutions worth $2.65K as of Q2 2026.
  • Bay Harbor Wealth Management bought 5 Jacobs Solutions shares in Q2 2026, an estimated $615.
  • Jacobs Solutions made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #578 holding.
  • Bay Harbor Wealth Management first reported a position in Jacobs Solutions in Q1 2025 and has held it in 6 quarters since.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.