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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
Q2 		– Sell
-1,774
Closed -$226K – 499
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
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

Berger Financial Group's J Position: Q2 2026 in Review

Berger Financial Group sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 1,774 shares — an estimated $226K sold.

Berger Financial Group first reported a position in J in Q1 2024 and held it in 9 quarters. The position peaked at $6.16M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Berger Financial Group reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Berger Financial Group sold 1,774 Jacobs Solutions shares in Q2 2026, an estimated $226K.
  • Berger Financial Group first reported a position in Jacobs Solutions in Q1 2024 and held it in 9 quarters.
  • Berger Financial Group's Jacobs Solutions position peaked at $6.16M in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.