Root Financial Partners
J icon

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
Q3 		$131K Buy
+967
New +$135K ﹤0.01% 606
2026
Q2 		– Sell
-963
Closed -$123K – 1826
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's J Position: Q3 2026 in Review

Root Financial Partners opened a new position in Jacobs Solutions (J) in Q3 2026: 967 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in J as recently as Q1 2026.

Root Financial Partners first reported a position in J in Q3 2024 and has held it in 5 quarters since. The position peaked at $221K in Q3 2024. 524 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Root Financial Partners held 967 shares of Jacobs Solutions worth $131K as of Q3 2026.
  • Jacobs Solutions was a new Root Financial Partners position in Q3 2026.
  • Jacobs Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #606 holding.
  • Root Financial Partners first reported a position in Jacobs Solutions in Q3 2024 and has held it in 5 quarters since.
  • Root Financial Partners's Jacobs Solutions position peaked at $221K in Q3 2024.
  • 524 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.