Perigon Wealth Management
J icon

Perigon Wealth Management’s Jacobs Solutions J Stock Holding History

Perigon Wealth 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
Q3 		$818K Sell
6,050
-664
-10% -$92.8K 0.01% 672
2026
Q2 		$846K Sell
6,714
-189
-3% -$23.2K 0.01% 655
2026
Q1 		$879K Sell
6,903
-2,725
-28% -$370K 0.02% 575
2025
Q4 		$1.28M Buy
9,628
+2,886
+43% +$423K 0.02% 473
2025
Q3 		$1.01M Buy
6,742
+1,511
+29% +$217K 0.02% 502
2025
Q2 		$688K Buy
5,231
+189
+4% +$23.3K 0.02% 587
2025
Q1 		$604K Buy
5,042
+640
+15% +$82.4K 0.02% 586
2024
Q4 		$603K Buy
4,402
+1,892
+75% +$260K 0.01% 581
2024
Q3 		$325K Sell
2,510
-411
-14% -$49.5K 0.01% 756
2024
Q2 		$337K Sell
2,921
-222
-7% -$26K 0.01% 647
2024
Q1 		$400K Buy
3,143
+437
+16% +$51.2K 0.01% 592
2023
Q4 		$290K Buy
2,706
+201
+8% +$21.9K 0.01% 667
2023
Q3 		$283K Buy
+2,505
New +$270K 0.01% 607
2022
Q1 		– Sell
-1,826
Closed -$210K – 635
2021
Q4 		$210K Hold
1,826
– – 0.02% 548
2021
Q3 		$200K Sell
1,826
-120
-6% -$13.3K 0.02% 515
2021
Q2 		$215K Buy
+1,946
New +$220K 0.02% 483

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Perigon Wealth Management's J Position: Q3 2026 in Review

Perigon Wealth Management reduced its Jacobs Solutions (J) stake by 9.9% in Q3 2026, selling an estimated $92.8K and leaving 6,050 shares worth $818K. The position accounts for 0.01% of the portfolio, ranked #672.

Perigon Wealth Management first reported a position in J in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.28M in Q4 2025. 193 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Perigon Wealth Management held 6,050 shares of Jacobs Solutions worth $818K as of Q3 2026.
  • Perigon Wealth Management sold 664 Jacobs Solutions shares in Q3 2026, an estimated $92.8K.
  • Jacobs Solutions made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #672 holding.
  • Perigon Wealth Management first reported a position in Jacobs Solutions in Q2 2021 and has held it in 16 quarters since.
  • Perigon Wealth Management's Jacobs Solutions position peaked at $1.28M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.