Holcombe Financial
J icon

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
Q3 		$271K Hold
2,000
– – 0.15% 48
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Holcombe Financial's J Position: Q3 2026 in Review

Holcombe Financial held its Jacobs Solutions (J) position steady in Q3 2026 at 2,000 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #48.

Holcombe Financial first reported a position in J in Q4 2024 and has held it in 8 quarters since. The position peaked at $300K in Q3 2025. 411 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Holcombe Financial held 2,000 shares of Jacobs Solutions worth $271K as of Q3 2026.
  • Holcombe Financial left its Jacobs Solutions share count unchanged in Q3 2026.
  • Jacobs Solutions made up 0.15% of Holcombe Financial's portfolio in Q3 2026, its #48 holding.
  • Holcombe Financial first reported a position in Jacobs Solutions in Q4 2024 and has held it in 8 quarters since.
  • Holcombe Financial's Jacobs Solutions position peaked at $300K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.