Colonial Trust Advisors’s Jacobs Solutions J Stock Holding History

Colonial Trust Advisors’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 Q3	$81.2K	Buy	600 +1	+0.2%	+$140	0.01%	312
2026 Q2	$75.4K	Buy	599 +2	+0.3%	+$246	0.01%	319
2026 Q1	$76K	Sell	597 -24	-4%	-$3.26K	0.01%	299
2025 Q4	$82.2K	Buy	621 +159	+34%	+$23.3K	0.01%	292
2025 Q3	$69.2K	Buy	462 +106	+30%	+$15.2K	0.01%	298
2025 Q2	$46.8K	Sell	356 -73	-17%	-$9K	﹤0.01%	345
2025 Q1	$51.3K	Buy	+429	New	+$55.2K	﹤0.01%	331
2024 Q2	–	Sell	-1	Closed	-$154	–	902
2024 Q1	$154	Sell	1 -5	-83%	-$586	﹤0.01%	997
2023 Q4	$649	Hold	6	–	–	﹤0.01%	803
2023 Q3	$683	Hold	6	–	–	﹤0.01%	802
2023 Q2	$594	Hold	6	–	–	﹤0.01%	834
2023 Q1	$588	Hold	6	–	–	﹤0.01%	827
2022 Q4	$600	Buy	+6	New	+$589	﹤0.01%	825

Other funds holding J

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Colonial Trust Advisors's J Position: Q3 2026 in Review

Colonial Trust Advisors increased its Jacobs Solutions (J) stake by 0.17% in Q3 2026, buying an estimated $140 and bringing the position to 600 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #312.

Colonial Trust Advisors first reported a position in J in Q4 2022 and has held it in 13 quarters since. The position peaked at $82.2K in Q4 2025. 649 funds tracked by Wall St. Rank hold J as of Q3 2026.

Colonial Trust Advisors held 600 shares of Jacobs Solutions worth $81.2K as of Q3 2026.
Colonial Trust Advisors bought 1 Jacobs Solutions share in Q3 2026, an estimated $140.
Jacobs Solutions made up 0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #312 holding.
Colonial Trust Advisors first reported a position in Jacobs Solutions in Q4 2022 and has held it in 13 quarters since.
Colonial Trust Advisors's Jacobs Solutions position peaked at $82.2K in Q4 2025.
649 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.