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Global Financial Private Client’s Jacobs Solutions J Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-17
Closed -$2.06K – 906
2025
Q1 		$2.06K Sell
17
-4,006
-100% -$516K ﹤0.01% 856
2024
Q4 		$532K Buy
4,023
+37
+0.9% +$5.09K 0.2% 129
2024
Q3 		$517K Sell
3,986
-782
-16% -$94.2K 0.2% 129
2024
Q2 		$551K Buy
4,768
+121
+3% +$14.2K 0.23% 107
2024
Q1 		$581K Buy
4,647
+185
+4% +$21.7K 0.25% 104
2023
Q4 		$479K Buy
4,462
+3,041
+214% +$331K 0.22% 115
2023
Q3 		$158K Buy
+1,421
New +$153K 0.08% 178

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Global Financial Private Client's J Position: Q2 2025 in Review

Global Financial Private Client sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 17 shares — an estimated $2.06K sold.

Global Financial Private Client first reported a position in J in Q3 2023 and held it in 7 quarters. The position peaked at $581K in Q1 2024. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • Global Financial Private Client reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 17 Jacobs Solutions shares in Q2 2025, an estimated $2.06K.
  • Global Financial Private Client first reported a position in Jacobs Solutions in Q3 2023 and held it in 7 quarters.
  • Global Financial Private Client's Jacobs Solutions position peaked at $581K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.