LifeSteps Financial’s Jacobs Solutions J Stock Holding History

LifeSteps 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	$7.56K	Buy	+60	New	+$7.38K	﹤0.01%	467

Other funds holding J

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

WPC

Waters Parkerson & Co New Orleans, Louisiana $2.03B AUM 17.65% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

LifeSteps Financial's J Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Jacobs Solutions (J) in Q2 2026: 60 shares worth $7.56K. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

304 funds tracked by Wall St. Rank hold J as of Q2 2026.

LifeSteps Financial held 60 shares of Jacobs Solutions worth $7.56K as of Q2 2026.
Jacobs Solutions was a new LifeSteps Financial position in Q2 2026.
Jacobs Solutions made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #467 holding.
304 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.