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Concurrent Investment Advisors’s Jacobs Solutions J Stock Holding History

Concurrent Investment 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
Q2 		$687K Buy
5,455
+907
+20% +$112K 0.01% 1217
2026
Q1 		$579K Sell
4,548
-428
-9% -$58.2K 0.01% 1135
2025
Q4 		$659K Buy
+4,976
New +$730K 0.01% 1030

Other funds holding J

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Concurrent Investment Advisors's J Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Jacobs Solutions (J) stake by 20% in Q2 2026, buying an estimated $112K and bringing the position to 5,455 shares worth $687K. The position accounts for 0.01% of the portfolio, ranked #1217.

Concurrent Investment Advisors first reported a position in J in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Concurrent Investment Advisors held 5,455 shares of Jacobs Solutions worth $687K as of Q2 2026.
  • Concurrent Investment Advisors bought 907 Jacobs Solutions shares in Q2 2026, an estimated $112K.
  • Jacobs Solutions made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1217 holding.
  • Concurrent Investment Advisors first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.