Fiduciary Alliance’s Jacobs Solutions J Stock Holding History

Fiduciary Alliance’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	–	Sell	-5,188	Closed	-$660K	–	565
2026 Q1	$660K	Sell	5,188 -3,235	-38%	-$440K	0.04%	329
2025 Q4	$1.12M	Sell	8,423 -15	-0.2%	-$2.2K	0.07%	227
2025 Q3	$1.26M	Buy	8,438 +24	+0.3%	+$3.45K	0.08%	208
2025 Q2	$1.11M	Sell	8,414 -209	-2%	-$25.8K	0.08%	209
2025 Q1	$1.03M	Sell	8,623 -169	-2%	-$21.8K	0.1%	162
2024 Q4	$1.16M	Buy	+8,792	New	+$1.21M	0.12%	152

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fiduciary Alliance's J Position: Q2 2026 in Review

Fiduciary Alliance sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 5,188 shares — an estimated $660K sold.

Fiduciary Alliance first reported a position in J in Q4 2024 and held it in 6 quarters. The position peaked at $1.26M in Q3 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

Fiduciary Alliance reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Fiduciary Alliance sold 5,188 Jacobs Solutions shares in Q2 2026, an estimated $660K.
Fiduciary Alliance first reported a position in Jacobs Solutions in Q4 2024 and held it in 6 quarters.
Fiduciary Alliance's Jacobs Solutions position peaked at $1.26M in Q3 2025.
873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.