CX Institutional
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CX Institutional’s Jacobs Solutions J Stock Holding History

CX Institutional’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 		$1.17M Buy
8,655
+204
+2% +$28.5K 0.03% 320
2026
Q2 		$1.06M Buy
8,451
+299
+4% +$36.8K 0.03% 326
2026
Q1 		$1.04M Buy
8,152
+570
+8% +$77.5K 0.03% 333
2025
Q4 		$1M Buy
7,582
+509
+7% +$74.6K 0.03% 287
2025
Q3 		$1.06M Buy
7,073
+151
+2% +$21.7K 0.03% 296
2025
Q2 		$910K Sell
6,922
-1,018
-13% -$126K 0.03% 278
2025
Q1 		$950K Buy
7,940
+807
+11% +$104K 0.04% 274
2024
Q4 		$944K Sell
7,133
-962
-12% -$132K 0.04% 268
2024
Q3 		$1.05M Sell
8,095
-834
-9% -$101K 0.05% 282
2024
Q2 		$1.03M Buy
8,929
+760
+9% +$89.1K 0.05% 278
2024
Q1 		$1.04M Sell
8,169
-100
-1% -$11.7K 0.05% 278
2023
Q4 		$888K Sell
8,269
-387
-4% -$42.1K 0.05% 272
2023
Q3 		$977K Sell
8,656
-8,685
-50% -$936K 0.05% 256
2023
Q2 		$1.71M Buy
17,341
+235
+1% +$22.4K 0.09% 224
2023
Q1 		$1.66M Buy
+17,106
New +$1.71M 0.09% 233
2022
Q3 		– Sell
-330
Closed -$35K – 819
2022
Q2 		$35K Buy
+330
New +$36.9K ﹤0.01% 742
2021
Q4 		– Sell
-317
Closed -$35K – 644
2021
Q3 		$35K Buy
317
+27
+9% +$2.98K ﹤0.01% 650
2021
Q2 		$32K Buy
290
+63
+28% +$7.12K ﹤0.01% 648
2021
Q1 		$24K Buy
227
+46
+25% +$4.39K ﹤0.01% 636
2020
Q4 		$16K Buy
181
+34
+23% +$2.88K ﹤0.01% 655
2020
Q3 		$11K Buy
147
+54
+58% +$3.95K ﹤0.01% 654
2020
Q2 		$7K Buy
93
+59
+174% +$3.98K ﹤0.01% 617
2020
Q1 		$2K Sell
34
-16
-32% -$1.2K ﹤0.01% 676
2019
Q4 		$4K Hold
50
– – ﹤0.01% 589
2019
Q3 		$4K Buy
50
+3
+6% +$215 ﹤0.01% 625
2019
Q2 		$3K Buy
47
+6
+15% +$387 ﹤0.01% 697
2019
Q1 		$3K Buy
+41
New +$2.31K ﹤0.01% 632

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

CX Institutional's J Position: Q3 2026 in Review

CX Institutional increased its Jacobs Solutions (J) stake by 2.4% in Q3 2026, buying an estimated $28.5K and bringing the position to 8,655 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #320.

CX Institutional first reported a position in J in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q2 2023. 193 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • CX Institutional held 8,655 shares of Jacobs Solutions worth $1.17M as of Q3 2026.
  • CX Institutional bought 204 Jacobs Solutions shares in Q3 2026, an estimated $28.5K.
  • Jacobs Solutions made up 0.03% of CX Institutional's portfolio in Q3 2026, its #320 holding.
  • CX Institutional first reported a position in Jacobs Solutions in Q1 2019 and has held it in 27 quarters since.
  • CX Institutional's Jacobs Solutions position peaked at $1.71M in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.