Jacobi Capital Management’s Booz Allen Hamilton BAH Stock Holding History

Jacobi Capital Management’s Portfolio BAH Stock Details BAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$204K	Buy	+2,939	New	+$211K	0.01%	646
2026 Q2	–	Sell	-2,607	Closed	-$203K	–	645
2026 Q1	$203K	Buy	2,607 +10	+0.4%	+$843	0.01%	619
2025 Q4	$219K	Buy	+2,597	New	+$232K	0.01%	589
2025 Q3	–	Sell	-2,063	Closed	-$215K	–	593
2025 Q2	$215K	Buy	+2,063	New	+$231K	0.01%	564
2021 Q4	–	Sell	-315	Closed	-$25K	–	494
2021 Q3	$25K	Buy	315 +130	+70%	+$10.9K	﹤0.01%	802
2021 Q2	$16K	Buy	185 +48	+35%	+$4.06K	﹤0.01%	890
2021 Q1	$11K	Buy	137 +102	+291%	+$8.56K	﹤0.01%	942
2020 Q4	$3K	Buy	+35	New	+$2.98K	﹤0.01%	1089

Other funds holding BAH

Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Black Creek Investment Management Toronto, Ontario, Canada $1.8B AUM 5.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Edmond de Rothschild Holding Chambesy, Switzerland $8.18B AUM 23.81% 1-Year Est. Return

Jacobi Capital Management's BAH Position: Q3 2026 in Review

Jacobi Capital Management opened a new position in Booz Allen Hamilton (BAH) in Q3 2026: 2,939 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in BAH as recently as Q1 2026.

Jacobi Capital Management first reported a position in BAH in Q4 2020 and has held it in 8 quarters since. The position peaked at $219K in Q4 2025. 380 funds tracked by Wall St. Rank hold BAH as of Q3 2026.

Jacobi Capital Management held 2,939 shares of Booz Allen Hamilton worth $204K as of Q3 2026.
Booz Allen Hamilton was a new Jacobi Capital Management position in Q3 2026.
Booz Allen Hamilton made up 0.01% of Jacobi Capital Management's portfolio in Q3 2026, its #646 holding.
Jacobi Capital Management first reported a position in Booz Allen Hamilton in Q4 2020 and has held it in 8 quarters since.
Jacobi Capital Management's Booz Allen Hamilton position peaked at $219K in Q4 2025.
380 funds tracked by Wall St. Rank held Booz Allen Hamilton as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.