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Legacy Trust’s Jacobs Solutions J Stock Holding History

Legacy Trust’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
Q3 		$357K Sell
2,310
-430
-16% -$60.1K 0.06% 172
2026
Q2 		$345K Sell
2,740
-855
-24% -$105K 0.06% 163
2026
Q1 		$458K Sell
3,595
-20
-0.6% -$2.72K 0.09% 138
2025
Q4 		$479K Buy
3,615
+220
+6% +$32.3K 0.09% 132
2025
Q3 		$509K Buy
+3,395
New +$488K 0.1% 125

Other funds holding J

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Legacy Trust's J Position: Q3 2026 in Review

Legacy Trust reduced its Jacobs Solutions (J) stake by 16% in Q3 2026, selling an estimated $60.1K and leaving 2,310 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #172.

Legacy Trust first reported a position in J in Q3 2025 and has held it in 5 quarters since. The position peaked at $509K in Q3 2025. 490 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Legacy Trust held 2,310 shares of Jacobs Solutions worth $357K as of Q3 2026.
  • Legacy Trust sold 430 Jacobs Solutions shares in Q3 2026, an estimated $60.1K.
  • Jacobs Solutions made up 0.06% of Legacy Trust's portfolio in Q3 2026, its #172 holding.
  • Legacy Trust first reported a position in Jacobs Solutions in Q3 2025 and has held it in 5 quarters since.
  • Legacy Trust's Jacobs Solutions position peaked at $509K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.