Jacobi Capital Management’s Jacobs Solutions J Stock Holding History

Jacobi Capital Management’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 Q1	$270K	Hold	2,123	–	–	0.02%	555
2025 Q4	$281K	Hold	2,123	–	–	0.02%	544
2025 Q3	$318K	Buy	2,123 +188	+10%	+$27K	0.02%	498
2025 Q2	$254K	Sell	1,935 -19	-1%	-$2.34K	0.02%	536
2025 Q1	$234K	Hold	1,954	–	–	0.02%	525
2024 Q4	$259K	Hold	1,954	–	–	0.02%	503
2024 Q3	$253K	Sell	1,954 -385	-16%	-$46.4K	0.02%	498
2024 Q2	$270K	Sell	2,339 -22	-0.9%	-$2.58K	0.02%	435
2024 Q1	$300K	Sell	2,361 -7	-0.3%	-$821	0.03%	397
2023 Q4	$254K	Buy	2,368 +7	+0.3%	+$762	0.03%	405
2023 Q3	$267K	Buy	2,361 +22	+0.9%	+$2.37K	0.03%	372
2023 Q2	$230K	Hold	2,339	–	–	0.03%	404
2023 Q1	$227K	Hold	2,339	–	–	0.03%	394
2022 Q4	$232K	Hold	2,339	–	–	0.03%	383
2022 Q3	$210K	Hold	2,339	–	–	0.03%	386
2022 Q2	$246K	Buy	+2,339	New	+$262K	0.03%	366
2021 Q1	–	Sell	-99	Closed	-$9K	–	1405
2020 Q4	$9K	Buy	+99	New	+$8.39K	﹤0.01%	896

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Jacobi Capital Management's J Position: Q1 2026 in Review

Jacobi Capital Management held its Jacobs Solutions (J) position steady in Q1 2026 at 2,123 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #555.

Jacobi Capital Management first reported a position in J in Q4 2020 and has held it in 17 quarters since. The position peaked at $318K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Jacobi Capital Management held 2,123 shares of Jacobs Solutions worth $270K as of Q1 2026.
Jacobi Capital Management left its Jacobs Solutions share count unchanged in Q1 2026.
Jacobs Solutions made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #555 holding.
Jacobi Capital Management first reported a position in Jacobs Solutions in Q4 2020 and has held it in 17 quarters since.
Jacobi Capital Management's Jacobs Solutions position peaked at $318K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.