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BOK Financial Private Wealth’s Jacobs Solutions J Stock Holding History

BOK Financial Private Wealth’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 		$746K Sell
5,860
-2,536
-30% -$345K 0.05% 100
2025
Q4 		$1.11M Sell
8,396
-132
-2% -$19.4K 0.07% 84
2025
Q3 		$1.28M Sell
8,528
-141
-2% -$20.3K 0.08% 75
2025
Q2 		$1.14M Sell
8,669
-1,811
-17% -$223K 0.08% 82
2025
Q1 		$1.25M Sell
10,480
-1,060
-9% -$136K 0.09% 82
2024
Q4 		$1.53M Sell
11,540
-1,447
-11% -$199K 0.11% 76
2024
Q3 		$1.68M Sell
12,987
-5,397
-29% -$650K 0.12% 75
2024
Q2 		$2.12M Buy
18,384
+92
+0.5% +$10.8K 0.15% 65
2024
Q1 		$2.33M Sell
18,292
-2,256
-11% -$265K 0.17% 63
2023
Q4 		$2.21M Sell
20,548
-2,114
-9% -$230K 0.18% 67
2023
Q3 		$2.56M Sell
22,662
-4,232
-16% -$456K 0.22% 55
2023
Q2 		$2.64M Sell
26,894
-3,906
-13% -$372K 0.22% 64
2023
Q1 		$2.99M Buy
30,800
+307
+1% +$30.6K 0.24% 63
2022
Q4 		$3.03M Buy
30,493
+432
+1% +$42.4K 0.25% 60
2022
Q3 		$2.7M Buy
30,061
+548
+2% +$56.8K 0.24% 64
2022
Q2 		$3.1M Sell
29,513
-726
-2% -$81.3K 0.28% 55
2022
Q1 		$3.45M Sell
30,239
-116
-0.4% -$12.4K 0.24% 64
2021
Q4 		$3.5M Sell
30,355
-174
-0.6% -$20.1K 0.24% 69
2021
Q3 		$3.35M Buy
30,529
+160
+0.5% +$17.7K 0.27% 62
2021
Q2 		$3.35M Buy
30,369
+1,251
+4% +$141K 0.27% 61
2021
Q1 		$3.11M Buy
29,118
+7,979
+38% +$762K 0.28% 58
2020
Q4 		$1.91M Sell
21,139
-570
-3% -$48.3K 0.18% 79
2020
Q3 		$1.67M Buy
+21,709
New +$1.59M 0.17% 83

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BOK Financial Private Wealth's J Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Jacobs Solutions (J) stake by 30% in Q1 2026, selling an estimated $345K and leaving 5,860 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #100.

BOK Financial Private Wealth first reported a position in J in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.5M in Q4 2021. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • BOK Financial Private Wealth held 5,860 shares of Jacobs Solutions worth $746K as of Q1 2026.
  • BOK Financial Private Wealth sold 2,536 Jacobs Solutions shares in Q1 2026, an estimated $345K.
  • Jacobs Solutions made up 0.05% of BOK Financial Private Wealth's portfolio in Q1 2026, its #100 holding.
  • BOK Financial Private Wealth first reported a position in Jacobs Solutions in Q3 2020 and has held it in 23 quarters since.
  • BOK Financial Private Wealth's Jacobs Solutions position peaked at $3.5M in Q4 2021.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.