Mesirow Financial Investment Management’s Jacobs Solutions J Stock Holding History

Mesirow Financial Investment Management’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	$21.7M	Buy	172,326 +1,008	+0.6%	+$124K	0.34%	71
2026 Q1	$21.8M	Buy	171,318 +3,707	+2%	+$504K	0.35%	68
2025 Q4	$22.2M	Sell	167,611 -385	-0.2%	-$56.5K	0.46%	58
2025 Q3	$25.2M	Sell	167,996 -1,583	-0.9%	-$227K	0.45%	56
2025 Q2	$22.3M	Sell	169,579 -14,578	-8%	-$1.8M	0.43%	66
2025 Q1	$22M	Sell	184,157 -4,591	-2%	-$591K	0.43%	59
2024 Q4	$25M	Buy	188,748 +898	+0.5%	+$124K	0.5%	48
2024 Q3	$24.3M	Sell	187,850 -39,683	-17%	-$4.78M	0.47%	54
2024 Q2	$26.3M	Sell	227,533 -2,408	-1%	-$282K	0.59%	42
2024 Q1	$29.2M	Sell	229,941 -1,305	-0.6%	-$153K	0.67%	38
2023 Q4	$24.8K	Buy	+231,246	New	+$25.2M	﹤0.01%	552

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

Mesirow Financial Investment Management's J Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Jacobs Solutions (J) stake by 0.59% in Q2 2026, buying an estimated $124K and bringing the position to 172,326 shares worth $21.7M. The position accounts for 0.34% of the portfolio, ranked #71.

Mesirow Financial Investment Management first reported a position in J in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.2M in Q1 2024. 333 funds tracked by Wall St. Rank hold J as of Q2 2026.

Mesirow Financial Investment Management held 172,326 shares of Jacobs Solutions worth $21.7M as of Q2 2026.
Mesirow Financial Investment Management bought 1,008 Jacobs Solutions shares in Q2 2026, an estimated $124K.
Jacobs Solutions made up 0.34% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #71 holding.
Mesirow Financial Investment Management first reported a position in Jacobs Solutions in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Jacobs Solutions position peaked at $29.2M in Q1 2024.
333 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.