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Bryn Mawr Capital Management’s Jacobs Solutions J Stock Holding History

Bryn Mawr Capital Management’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 		$8.52M Buy
67,593
+1,322
+2% +$163K 0.37% 69
2026
Q1 		$8.43M Buy
66,271
+189
+0.3% +$25.7K 0.41% 70
2025
Q4 		$8.75M Sell
66,082
-3,102
-4% -$455K 0.42% 60
2025
Q3 		$10.4M Buy
69,184
+2,360
+4% +$339K 0.51% 53
2025
Q2 		$8.78M Buy
66,824
+5,339
+9% +$658K 0.48% 58
2025
Q1 		$7.36M Buy
61,485
+70
+0.1% +$9.01K 0.44% 63
2024
Q4 		$8.12M Sell
61,415
-157
-0.3% -$21.6K 0.44% 59
2024
Q3 		$7.98M Sell
61,572
-11,478
-16% -$1.38M 0.43% 63
2024
Q2 		$8.44M Buy
73,050
+4,165
+6% +$488K 0.47% 56
2024
Q1 		$8.76M Buy
68,885
+202
+0.3% +$23.7K 0.5% 54
2023
Q4 		$7.37M Sell
68,683
-369
-0.5% -$40.2K 0.46% 57
2023
Q3 		$7.8M Buy
69,052
+835
+1% +$90K 0.51% 48
2023
Q2 		$6.71M Sell
68,217
-133
-0.2% -$12.7K 0.63% 42
2023
Q1 		$6.64M Buy
68,350
+8,287
+14% +$827K 0.69% 40
2022
Q4 		$5.97M Buy
+60,063
New +$5.9M 0.64% 41

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

Bryn Mawr Capital Management's J Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Jacobs Solutions (J) stake by 2% in Q2 2026, buying an estimated $163K and bringing the position to 67,593 shares worth $8.52M. The position accounts for 0.37% of the portfolio, ranked #69.

Bryn Mawr Capital Management first reported a position in J in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Bryn Mawr Capital Management held 67,593 shares of Jacobs Solutions worth $8.52M as of Q2 2026.
  • Bryn Mawr Capital Management bought 1,322 Jacobs Solutions shares in Q2 2026, an estimated $163K.
  • Jacobs Solutions made up 0.37% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #69 holding.
  • Bryn Mawr Capital Management first reported a position in Jacobs Solutions in Q4 2022 and has held it in 15 quarters since.
  • Bryn Mawr Capital Management's Jacobs Solutions position peaked at $10.4M in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.