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LGA
Lebenthal Global Advisors’s
Jacobs Solutions
J
Stock Holding History
Lebenthal Global Advisors’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
–
Sell
-9,161
Closed
-$1.21M
–
200
2025
Q4
$1.21M
Buy
9,161
+1,384
+18%
+$203K
0.19%
81
2025
Q3
$1.17M
Buy
7,777
+1,348
+21%
+$194K
0.2%
82
2025
Q2
$845K
Buy
6,429
+1,033
+19%
+$127K
0.16%
94
2025
Q1
$646K
Buy
5,396
+297
+6%
+$38.2K
0.12%
112
2024
Q4
$675K
Buy
5,099
+528
+12%
+$72.7K
0.12%
113
2024
Q3
$592K
Sell
4,571
-283
-6%
-$34.1K
0.12%
109
2024
Q2
$561K
Buy
4,854
+1,262
+35%
+$148K
0.12%
103
2024
Q1
$457K
Buy
3,592
+305
+9%
+$35.8K
0.1%
127
2023
Q4
$353K
Buy
+3,287
New
+$358K
0.08%
139
Other funds holding J
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New York
$5.7T 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
$43.1B AUM
23.42%
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
$653B AUM
32.41%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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