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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fiduciary Alliance's J Position: Q1 2026 in Review

Fiduciary Alliance reduced its Jacobs Solutions (J) stake by 38% in Q1 2026, selling an estimated $440K and leaving 5,188 shares worth $660K. The position accounts for 0.04% of the portfolio, ranked #329.

Fiduciary Alliance first reported a position in J in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.26M in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Fiduciary Alliance held 5,188 shares of Jacobs Solutions worth $660K as of Q1 2026.
  • Fiduciary Alliance sold 3,235 Jacobs Solutions shares in Q1 2026, an estimated $440K.
  • Jacobs Solutions made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #329 holding.
  • Fiduciary Alliance first reported a position in Jacobs Solutions in Q4 2024 and has held it in 6 quarters since.
  • Fiduciary Alliance's Jacobs Solutions position peaked at $1.26M in Q3 2025.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.