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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
Q2 		$400K Buy
3,171
+10
+0.3% +$1.23K 0.16% 38
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
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

Brogan Financial's J Position: Q2 2026 in Review

Brogan Financial increased its Jacobs Solutions (J) stake by 0.32% in Q2 2026, buying an estimated $1.23K and bringing the position to 3,171 shares worth $400K. The position accounts for 0.16% of the portfolio, ranked #38.

Brogan Financial first reported a position in J in Q4 2022 and has held it in 15 quarters since. The position peaked at $476K in Q1 2024. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Brogan Financial held 3,171 shares of Jacobs Solutions worth $400K as of Q2 2026.
  • Brogan Financial bought 10 Jacobs Solutions shares in Q2 2026, an estimated $1.23K.
  • Jacobs Solutions made up 0.16% of Brogan Financial's portfolio in Q2 2026, its #38 holding.
  • Brogan Financial first reported a position in Jacobs Solutions in Q4 2022 and has held it in 15 quarters since.
  • Brogan Financial's Jacobs Solutions position peaked at $476K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Brogan Financial's 13F filing for Q2 2026, filed 13 Aug 2026.