Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s Jacobs Solutions J Stock Holding History

Dynamic Wealth Strategies’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 		$272K Sell
2,008
-64
-3% -$8.95K 0.14% 64
2026
Q2 		$261K Buy
2,072
+206
+11% +$25.3K 0.14% 72
2026
Q1 		$238K Sell
1,866
-11
-0.6% -$1.5K 0.14% 74
2025
Q4 		$249K Buy
1,877
+472
+34% +$69.2K 0.15% 68
2025
Q3 		$211K Buy
1,405
+250
+22% +$35.9K 0.14% 68
2025
Q2 		$152K Sell
1,155
-76
-6% -$9.37K 0.11% 80
2025
Q1 		$147K Buy
+1,231
New +$158K 0.12% 80
2024
Q4 		– Sell
-1,195
Closed -$155K – 151
2024
Q3 		$155K Sell
1,195
-219
-15% -$26.4K 0.13% 80
2024
Q2 		$163K Buy
1,414
+116
+9% +$13.6K 0.14% 76
2024
Q1 		$165K Buy
1,298
+135
+12% +$15.8K 0.14% 74
2023
Q4 		$125K Buy
+1,163
New +$127K 0.12% 82

Other funds holding J

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Dynamic Wealth Strategies's J Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its Jacobs Solutions (J) stake by 3.1% in Q3 2026, selling an estimated $8.95K and leaving 2,008 shares worth $272K. The position accounts for 0.14% of the portfolio, ranked #64.

Dynamic Wealth Strategies first reported a position in J in Q4 2023 and has held it in 11 quarters since. 490 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Dynamic Wealth Strategies held 2,008 shares of Jacobs Solutions worth $272K as of Q3 2026.
  • Dynamic Wealth Strategies sold 64 Jacobs Solutions shares in Q3 2026, an estimated $8.95K.
  • Jacobs Solutions made up 0.14% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #64 holding.
  • Dynamic Wealth Strategies first reported a position in Jacobs Solutions in Q4 2023 and has held it in 11 quarters since.
  • 490 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.