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Financial Consulate’s Jacobs Solutions J Stock Holding History

Financial Consulate’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
-4
Closed -$510 – 1488
2026
Q1 		$510 Hold
4
– – ﹤0.01% 1255
2025
Q4 		$530 Hold
4
– – ﹤0.01% 1154
2025
Q3 		$600 Buy
+4
New +$575 ﹤0.01% 949

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Consulate's J Position: Q2 2026 in Review

Financial Consulate sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 4 shares — an estimated $510 sold.

Financial Consulate first reported a position in J in Q3 2025 and held it in 3 quarters. The position peaked at $600 in Q3 2025. 208 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Financial Consulate reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
  • Financial Consulate sold 4 Jacobs Solutions shares in Q2 2026, an estimated $510.
  • Financial Consulate first reported a position in Jacobs Solutions in Q3 2025 and held it in 3 quarters.
  • Financial Consulate's Jacobs Solutions position peaked at $600 in Q3 2025.
  • 208 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.