Krilogy Financial’s Jacobs Solutions J Stock Holding History

Krilogy 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	–	Sell	-3,459	Closed	-$437K	–	1112
2026 Q1	$437K	Sell	3,459 -883	-20%	-$120K	0.01%	623
2025 Q4	$595K	Buy	4,342 +28	+0.6%	+$4.11K	0.02%	501
2025 Q3	$673K	Buy	+4,314	New	+$620K	0.03%	438
2018 Q4	–	Sell	-546	Closed	-$35K	–	409
2018 Q3	$35K	Buy	+546	New	+$32K	0.01%	360
2018 Q2	–	Sell	-546	Closed	-$27K	–	395
2018 Q1	$27K	Hold	546	–	–	0.01%	406
2017 Q4	$30K	Hold	546	–	–	0.01%	386
2017 Q3	$26K	Hold	546	–	–	0.01%	438
2017 Q2	$25K	Hold	546	–	–	0.01%	411
2017 Q1	$26K	Hold	546	–	–	0.01%	385
2016 Q4	$26K	Hold	546	–	–	0.01%	385
2016 Q3	$23K	Hold	546	–	–	0.01%	421
2016 Q2	$23K	Hold	546	–	–	0.01%	419
2016 Q1	$20K	Buy	+546	New	+$17.8K	0.01%	387
2015 Q4	–	Sell	-546	Closed	-$17K	–	522
2015 Q3	$17K	Buy	+546	New	+$18.3K	0.01%	326

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

Krilogy Financial's J Position: Q2 2026 in Review

Krilogy Financial sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 3,459 shares — an estimated $437K sold.

Krilogy Financial first reported a position in J in Q3 2015 and held it in 14 quarters. The position peaked at $673K in Q3 2025. 866 funds tracked by Wall St. Rank hold J as of Q2 2026.

Krilogy Financial reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Krilogy Financial sold 3,459 Jacobs Solutions shares in Q2 2026, an estimated $437K.
Krilogy Financial first reported a position in Jacobs Solutions in Q3 2015 and held it in 14 quarters.
Krilogy Financial's Jacobs Solutions position peaked at $673K in Q3 2025.
866 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.