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Root Financial Partners’s Jacobs Solutions J Stock Holding History

Root Financial Partners’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 		$123K Buy
963
+66
+7% +$8.97K 0.01% 492
2025
Q4 		$119K Buy
897
+22
+3% +$3.23K 0.01% 413
2025
Q3 		$131K Buy
+875
New +$126K 0.01% 360
2024
Q4 		– Sell
-1,707
Closed -$221K – 219
2024
Q3 		$221K Buy
+1,707
New +$206K 0.04% 143

Other funds holding J

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Root Financial Partners's J Position: Q1 2026 in Review

Root Financial Partners increased its Jacobs Solutions (J) stake by 7.4% in Q1 2026, buying an estimated $8.97K and bringing the position to 963 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #492.

Root Financial Partners first reported a position in J in Q3 2024 and has held it in 4 quarters since. The position peaked at $221K in Q3 2024. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Root Financial Partners held 963 shares of Jacobs Solutions worth $123K as of Q1 2026.
  • Root Financial Partners bought 66 Jacobs Solutions shares in Q1 2026, an estimated $8.97K.
  • Jacobs Solutions made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #492 holding.
  • Root Financial Partners first reported a position in Jacobs Solutions in Q3 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Jacobs Solutions position peaked at $221K in Q3 2024.
  • 913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.