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Loring Wolcott & Coolidge Fiduciary Advisors’s Jacobs Solutions J Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q2 		$346K Hold
2,745
– – ﹤0.01% 268
2026
Q1 		$337K Buy
2,745
+900
+49% +$122K ﹤0.01% 270
2025
Q4 		$252K Hold
1,845
– – ﹤0.01% 291
2025
Q3 		$297K Sell
1,845
-205
-10% -$29.5K ﹤0.01% 285
2025
Q2 		$269K Sell
2,050
-21
-1% -$2.59K ﹤0.01% 248
2025
Q1 		$244K Hold
2,071
– – ﹤0.01% 251
2024
Q4 		$282K Sell
2,071
-42
-2% -$5.78K ﹤0.01% 246
2024
Q3 		$297K Sell
2,113
-365
-15% -$44K ﹤0.01% 240
2024
Q2 		$309K Hold
2,478
– – ﹤0.01% 233
2024
Q1 		$295K Hold
2,478
– – ﹤0.01% 237
2023
Q4 		$276K Hold
2,478
– – ﹤0.01% 246
2023
Q3 		$274K Hold
2,478
– – ﹤0.01% 251
2023
Q2 		$244K Buy
+2,478
New +$236K ﹤0.01% 275
2022
Q4 		– Sell
-3,554
Closed -$319K – 593
2022
Q3 		$319K Hold
3,554
– – ﹤0.01% 244
2022
Q2 		$374K Sell
3,554
-1,040
-23% -$116K ﹤0.01% 231
2022
Q1 		$524K Hold
4,594
– – 0.01% 208
2021
Q4 		$529K Hold
4,594
– – ﹤0.01% 218
2021
Q3 		$504K Sell
4,594
-242
-5% -$26.8K 0.01% 219
2021
Q2 		$534K Hold
4,836
– – 0.01% 219
2021
Q1 		$517K Buy
+4,836
New +$462K 0.01% 208
2019
Q3 		– Sell
-65
Closed -$5K – 705
2019
Q2 		$5K Hold
65
– – ﹤0.01% 613
2019
Q1 		$4K Buy
+65
New +$3.66K ﹤0.01% 604
2017
Q4 		– Sell
-18
Closed – – 803
2017
Q3 		$0 Buy
+18
New +$804 ﹤0.01% 842

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's J Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Jacobs Solutions (J) position steady in Q2 2026 at 2,745 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in J in Q3 2017 and has held it in 23 quarters since. The position peaked at $534K in Q2 2021. 469 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 2,745 shares of Jacobs Solutions worth $346K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Jacobs Solutions share count unchanged in Q2 2026.
  • Jacobs Solutions made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #268 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Jacobs Solutions in Q3 2017 and has held it in 23 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Jacobs Solutions position peaked at $534K in Q2 2021.
  • 469 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.