COMPASS FINANCIAL MANAGEMENT LLC’s Jacobs Solutions J Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$42.8K	Buy	+300	New	+$36.9K	0.01%	715

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's J Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Jacobs Solutions (J) in Q2 2026: 300 shares worth $42.8K. The stake represents 0.01% of the portfolio and ranks #715 among its holdings.

663 funds tracked by Wall St. Rank hold J as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 300 shares of Jacobs Solutions worth $42.8K as of Q2 2026.
Jacobs Solutions was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Jacobs Solutions made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #715 holding.
663 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.