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 Q2	$267K	Hold	2,123	–	–	0.01%	583
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jacobi Capital Management's J Position: Q2 2026 in Review

Jacobi Capital Management held its Jacobs Solutions (J) position steady in Q2 2026 at 2,123 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #583.

Jacobi Capital Management first reported a position in J in Q4 2020 and has held it in 18 quarters since. The position peaked at $318K in Q3 2025. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

Jacobi Capital Management held 2,123 shares of Jacobs Solutions worth $267K as of Q2 2026.
Jacobi Capital Management left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #583 holding.
Jacobi Capital Management first reported a position in Jacobs Solutions in Q4 2020 and has held it in 18 quarters since.
Jacobi Capital Management's Jacobs Solutions position peaked at $318K in Q3 2025.
874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.