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PFG Private Wealth Management’s Jacobs Solutions J Stock Holding History

PFG Private 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
Q1 		– Sell
-1,724
Closed -$228K – 83
2025
Q4 		$228K Buy
+1,724
New +$253K 0.1% 67
2025
Q2 		– Sell
-1,225
Closed -$147K – 150
2025
Q1 		$147K Buy
1,225
+197
+19% +$25.4K 0.08% 72
2024
Q4 		$136K Buy
1,028
+4
+0.4% +$551 0.08% 68
2024
Q3 		$133K Sell
1,024
-351
-26% -$42.3K 0.08% 75
2024
Q2 		$159K Buy
1,375
+31
+2% +$3.64K 0.1% 65
2024
Q1 		$171K Buy
1,344
+46
+4% +$5.39K 0.11% 64
2023
Q4 		$139K Buy
1,298
+974
+301% +$106K 0.09% 61
2023
Q3 		$36.6K Sell
324
-654
-67% -$70.5K 0.03% 108
2023
Q2 		$96.2K Buy
978
+2
+0.2% +$191 0.06% 108
2023
Q1 		$94.8K Buy
976
+184
+23% +$18.4K 0.06% 104
2022
Q4 		$79K Sell
792
-13
-2% -$1.28K 0.05% 112
2022
Q3 		$72K Sell
805
-120
-13% -$12.4K 0.05% 119
2022
Q2 		$97K Sell
925
-18
-2% -$2.02K 0.05% 104
2022
Q1 		$107K Buy
943
+925
+5,139% +$99.3K 0.05% 113
2021
Q4 		$2K Hold
18
– – ﹤0.01% 285
2021
Q3 		$2K Buy
+18
New +$1.99K ﹤0.01% 274

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PFG Private Wealth Management's J Position: Q1 2026 in Review

PFG Private Wealth Management sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 1,724 shares — an estimated $228K sold.

PFG Private Wealth Management first reported a position in J in Q3 2021 and held it in 16 quarters. The position peaked at $228K in Q4 2025. 916 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • PFG Private Wealth Management reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 1,724 Jacobs Solutions shares in Q1 2026, an estimated $228K.
  • PFG Private Wealth Management first reported a position in Jacobs Solutions in Q3 2021 and held it in 16 quarters.
  • PFG Private Wealth Management's Jacobs Solutions position peaked at $228K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.