Curi RMB Capital’s Jacobs Solutions J Stock Holding History

Curi RMB Capital’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 Q1	$892K	Sell	7,008 -3,777	-35%	-$513K	0.02%	463
2025 Q4	$1.43M	Buy	10,785 +15	+0.1%	+$2.2K	0.02%	397
2025 Q3	$1.61M	Sell	10,770 -126	-1%	-$18.1K	0.03%	354
2025 Q2	$1.43M	Buy	+10,896	New	+$1.34M	0.03%	373
2025 Q1	–	Sell	-8,876	Closed	-$1.17M	–	513
2024 Q4	$1.17M	Buy	8,876 +2,201	+33%	+$303K	0.03%	318
2024 Q3	$865K	Sell	6,675 -1,315	-16%	-$158K	0.02%	358
2024 Q2	$923K	Buy	7,990 +6,148	+334%	+$721K	0.02%	337
2024 Q1	$234K	Buy	+1,842	New	+$216K	0.01%	526
2023 Q4	–	Sell	-1,965	Closed	-$222K	–	523
2023 Q3	$222K	Sell	1,965 -133	-6%	-$14.3K	0.01%	470
2023 Q2	$206K	Sell	2,098 -311	-13%	-$29.7K	0.01%	490
2023 Q1	$234K	Sell	2,409 -373	-13%	-$37.2K	0.01%	453
2022 Q4	$276K	Hold	2,782	–	–	0.01%	427
2022 Q3	$250K	Buy	+2,782	New	+$288K	0.01%	427

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Curi RMB Capital's J Position: Q1 2026 in Review

Curi RMB Capital reduced its Jacobs Solutions (J) stake by 35% in Q1 2026, selling an estimated $513K and leaving 7,008 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #463.

Curi RMB Capital first reported a position in J in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.61M in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Curi RMB Capital held 7,008 shares of Jacobs Solutions worth $892K as of Q1 2026.
Curi RMB Capital sold 3,777 Jacobs Solutions shares in Q1 2026, an estimated $513K.
Jacobs Solutions made up 0.02% of Curi RMB Capital's portfolio in Q1 2026, its #463 holding.
Curi RMB Capital first reported a position in Jacobs Solutions in Q3 2022 and has held it in 13 quarters since.
Curi RMB Capital's Jacobs Solutions position peaked at $1.61M in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.