Phoenix Financial’s Jacobs Solutions J Stock Holding History

Phoenix Financial’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	–	Sell	-1,931	Closed	-$246K	–	551
2026 Q1	$246K	Buy	+1,931	New	+$263K	﹤0.01%	425

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Phoenix Financial's J Position: Q2 2026 in Review

Phoenix Financial sold out of Jacobs Solutions (J) in Q2 2026, closing a stake of 1,931 shares — an estimated $246K sold.

Phoenix Financial first reported a position in J in Q1 2026 and held it in 1 quarter. The position peaked at $246K in Q1 2026. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

Phoenix Financial reported no remaining Jacobs Solutions position as of Q2 2026 after selling out during the quarter.
Phoenix Financial sold 1,931 Jacobs Solutions shares in Q2 2026, an estimated $246K.
Phoenix Financial first reported a position in Jacobs Solutions in Q1 2026 and held it in 1 quarter.
Phoenix Financial's Jacobs Solutions position peaked at $246K in Q1 2026.
871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.