Mechanics Financial Corp’s Jacobs Solutions J Stock Holding History

Mechanics Financial Corp’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
2025 Q4	–	Sell	-115	Closed	-$17.2K	–	241
2025 Q3	$17.2K	Sell	115 -510	-82%	-$73.3K	0.01%	211
2025 Q2	$82.2K	Sell	625 -4,816	-89%	-$594K	0.03%	145
2025 Q1	$651K	Hold	5,441	–	–	0.3%	73
2024 Q4	$720K	Sell	5,441 -25	-0.5%	-$3.44K	0.32%	66
2024 Q3	$708K	Sell	5,466 -896	-14%	-$108K	0.31%	69
2024 Q2	$735K	Buy	6,362 +174	+3%	+$20.4K	0.38%	61
2024 Q1	$787K	Buy	6,188 +219	+4%	+$25.7K	0.41%	58
2023 Q4	$641K	Sell	5,969 -423	-7%	-$46.1K	0.36%	61
2023 Q3	$722K	Sell	6,392 -30	-0.5%	-$3.23K	0.4%	53
2023 Q2	$632K	Hold	6,422	–	–	0.34%	56
2023 Q1	$624K	Hold	6,422	–	–	0.36%	54
2022 Q4	$638K	Sell	6,422 -18	-0.3%	-$1.77K	0.38%	52
2022 Q3	$578K	Sell	6,440 -96	-1%	-$9.95K	0.38%	53
2022 Q2	$687K	Buy	6,536 +133	+2%	+$14.9K	0.41%	50
2022 Q1	$730K	Buy	6,403 +31	+0.5%	+$3.33K	0.37%	54
2021 Q4	$734K	Buy	+6,372	New	+$737K	0.35%	55

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return