PCM
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Polymer Capital Management’s Jacobs Solutions J Stock Holding History

Polymer Capital 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 		$450K Sell
3,572
-1,653
-32% -$203K 0.06% 424
2026
Q1 		$665K Sell
5,225
-3,137
-38% -$426K 0.07% 316
2025
Q4 		$1.11M Buy
+8,362
New +$1.23M 0.12% 235

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Polymer Capital Management's J Position: Q2 2026 in Review

Polymer Capital Management reduced its Jacobs Solutions (J) stake by 32% in Q2 2026, selling an estimated $203K and leaving 3,572 shares worth $450K. The position accounts for 0.06% of the portfolio, ranked #424.

Polymer Capital Management first reported a position in J in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 873 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Polymer Capital Management held 3,572 shares of Jacobs Solutions worth $450K as of Q2 2026.
  • Polymer Capital Management sold 1,653 Jacobs Solutions shares in Q2 2026, an estimated $203K.
  • Jacobs Solutions made up 0.06% of Polymer Capital Management's portfolio in Q2 2026, its #424 holding.
  • Polymer Capital Management first reported a position in Jacobs Solutions in Q4 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Jacobs Solutions position peaked at $1.11M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.