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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Jacobs Solutions J Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$73.6K Sell
584
-1,095
-65% -$135K 0.02% 276
2026
Q1 		$214K Sell
1,679
-321
-16% -$43.6K 0.06% 163
2025
Q4 		$265K Buy
+2,000
New +$293K 0.08% 151

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s J Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Jacobs Solutions (J) stake by 65% in Q2 2026, selling an estimated $135K and leaving 584 shares worth $73.6K. The position accounts for 0.02% of the portfolio, ranked #276.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in J in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 469 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 584 shares of Jacobs Solutions worth $73.6K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 1,095 Jacobs Solutions shares in Q2 2026, an estimated $135K.
  • Jacobs Solutions made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #276 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Jacobs Solutions position peaked at $265K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.