Berger Financial Group’s Jacobs Solutions J Stock Holding History

Berger Financial Group’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	$226K	Sell	1,774 -39,681	-96%	-$5.39M	0.01%	431
2025 Q4	$5.49M	Buy	41,455 +357	+0.9%	+$52.4K	0.32%	71
2025 Q3	$6.16M	Buy	41,098 +431	+1%	+$61.9K	0.37%	66
2025 Q2	$5.35M	Buy	40,667 +445	+1%	+$54.9K	0.35%	73
2025 Q1	$4.81M	Buy	40,222 +4,070	+11%	+$524K	0.33%	82
2024 Q4	$4.78M	Buy	36,152 +708	+2%	+$97.4K	0.33%	77
2024 Q3	$4.59M	Sell	35,444 -6,973	-16%	-$840K	0.33%	81
2024 Q2	$4.9M	Sell	42,417 -41	-0.1%	-$4.81K	0.39%	67
2024 Q1	$5.4M	Buy	+42,458	New	+$4.98M	0.44%	58

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

Berger Financial Group's J Position: Q1 2026 in Review

Berger Financial Group reduced its Jacobs Solutions (J) stake by 96% in Q1 2026, selling an estimated $5.39M and leaving 1,774 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #431.

Berger Financial Group first reported a position in J in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.16M in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Berger Financial Group held 1,774 shares of Jacobs Solutions worth $226K as of Q1 2026.
Berger Financial Group sold 39,681 Jacobs Solutions shares in Q1 2026, an estimated $5.39M.
Jacobs Solutions made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #431 holding.
Berger Financial Group first reported a position in Jacobs Solutions in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's Jacobs Solutions position peaked at $6.16M in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.