Cornerstone Planning Group
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Cornerstone Planning Group’s Jacobs Solutions J Stock Holding History

Cornerstone Planning Group’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 		– Sell
-120
Closed -$15.7K – 947
2026
Q2 		$15.7K Sell
120
-17
-12% -$2.09K ﹤0.01% 745
2026
Q1 		$18.6K Buy
137
+8
+6% +$1.09K ﹤0.01% 696
2025
Q4 		$17.6K Buy
129
+1
+0.8% +$147 ﹤0.01% 622
2025
Q3 		$20.3K Buy
128
+6
+5% +$862 ﹤0.01% 577
2025
Q2 		$17.8K Buy
122
+3
+3% +$370 ﹤0.01% 442
2025
Q1 		$14.1K Buy
119
+105
+750% +$13.5K ﹤0.01% 481
2024
Q4 		$1.92K Hold
14
– – ﹤0.01% 804
2024
Q3 		$2K Sell
14
-3
-18% -$362 ﹤0.01% 771
2024
Q2 		$1.96K Sell
17
-16
-48% -$1.88K ﹤0.01% 773
2024
Q1 		$4K Hold
33
– – ﹤0.01% 553
2023
Q4 		$3.5K Buy
+33
New +$3.59K ﹤0.01% 570

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Cornerstone Planning Group's J Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Jacobs Solutions (J) in Q3 2026, closing a stake of 120 shares — an estimated $15.7K sold.

Cornerstone Planning Group first reported a position in J in Q4 2023 and held it in 11 quarters. The position peaked at $20.3K in Q3 2025. 193 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Jacobs Solutions position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 120 Jacobs Solutions shares in Q3 2026, an estimated $15.7K.
  • Cornerstone Planning Group first reported a position in Jacobs Solutions in Q4 2023 and held it in 11 quarters.
  • Cornerstone Planning Group's Jacobs Solutions position peaked at $20.3K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.