Holcombe Financial’s Jacobs Solutions J Stock Holding History

Holcombe Financial’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	$252K	Hold	2,000	–	–	0.14%	49
2026 Q1	$255K	Hold	2,000	–	–	0.15%	45
2025 Q4	$265K	Hold	2,000	–	–	0.17%	44
2025 Q3	$300K	Hold	2,000	–	–	0.21%	38
2025 Q2	$263K	Sell	2,000 -20	-1%	-$2.47K	0.2%	35
2025 Q1	$242K	Hold	2,020	–	–	0.2%	33
2024 Q4	$267K	Buy	+2,020	New	+$278K	0.22%	30

Other funds holding J

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Holcombe Financial's J Position: Q2 2026 in Review

Holcombe Financial held its Jacobs Solutions (J) position steady in Q2 2026 at 2,000 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #49.

Holcombe Financial first reported a position in J in Q4 2024 and has held it in 7 quarters since. The position peaked at $300K in Q3 2025. 406 funds tracked by Wall St. Rank hold J as of Q2 2026.

Holcombe Financial held 2,000 shares of Jacobs Solutions worth $252K as of Q2 2026.
Holcombe Financial left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.14% of Holcombe Financial's portfolio in Q2 2026, its #49 holding.
Holcombe Financial first reported a position in Jacobs Solutions in Q4 2024 and has held it in 7 quarters since.
Holcombe Financial's Jacobs Solutions position peaked at $300K in Q3 2025.
406 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

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