Brogan Financial’s Jacobs Solutions J Stock Holding History

Brogan Financial’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	$402K	Buy	3,161 +8	+0.3%	+$1.09K	0.18%	33
2025 Q4	$418K	Buy	3,153 +8	+0.3%	+$1.17K	0.18%	34
2025 Q3	$471K	Buy	3,145 +7	+0.2%	+$1.01K	0.2%	32
2025 Q2	$413K	Sell	3,138 -15	-0.5%	-$1.85K	0.18%	35
2025 Q1	$377K	Buy	3,153 +8	+0.3%	+$1.03K	0.18%	40
2024 Q4	$416K	Buy	3,145 +6	+0.2%	+$826	0.2%	31
2024 Q3	$407K	Sell	3,139 -610	-16%	-$73.5K	0.23%	34
2024 Q2	$433K	Buy	3,749 +7	+0.2%	+$821	0.27%	25
2024 Q1	$476K	Buy	3,742 +7	+0.2%	+$821	0.31%	24
2023 Q4	$401K	Buy	3,735 +8	+0.2%	+$871	0.3%	27
2023 Q3	$421K	Hold	3,727	–	–	0.37%	19
2023 Q2	$367K	Hold	3,727	–	–	0.31%	25
2023 Q1	$362K	Hold	3,727	–	–	0.31%	24
2022 Q4	$370K	Buy	+3,727	New	+$366K	0.33%	21

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

Brogan Financial's J Position: Q1 2026 in Review

Brogan Financial increased its Jacobs Solutions (J) stake by 0.25% in Q1 2026, buying an estimated $1.09K and bringing the position to 3,161 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #33.

Brogan Financial first reported a position in J in Q4 2022 and has held it in 14 quarters since. The position peaked at $476K in Q1 2024. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

Brogan Financial held 3,161 shares of Jacobs Solutions worth $402K as of Q1 2026.
Brogan Financial bought 8 Jacobs Solutions shares in Q1 2026, an estimated $1.09K.
Jacobs Solutions made up 0.18% of Brogan Financial's portfolio in Q1 2026, its #33 holding.
Brogan Financial first reported a position in Jacobs Solutions in Q4 2022 and has held it in 14 quarters since.
Brogan Financial's Jacobs Solutions position peaked at $476K in Q1 2024.
913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Brogan Financial's 13F filing for Q1 2026, filed 11 May 2026.