Roxbury Financial
J icon

Roxbury Financial’s Jacobs Solutions J Stock Holding History

Roxbury 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
Q3 		$15.2K Hold
112
– – 0.01% 306
2026
Q2 		$14.1K Hold
112
– – 0.01% 299
2026
Q1 		$14.3K Hold
112
– – 0.01% 282
2025
Q4 		$14.8K Hold
112
– – 0.01% 275
2025
Q3 		$16.8K Hold
112
– – 0.02% 259
2025
Q2 		$14.7K Sell
112
-1
-0.9% -$123 0.01% 266
2025
Q1 		$14.3K Hold
113
– – 0.01% 263
2024
Q4 		$15.8K Buy
+113
New +$15.6K 0.02% 268

Other funds holding J

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 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

Roxbury Financial's J Position: Q3 2026 in Review

Roxbury Financial held its Jacobs Solutions (J) position steady in Q3 2026 at 112 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #306.

Roxbury Financial first reported a position in J in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.8K in Q3 2025. 540 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Roxbury Financial held 112 shares of Jacobs Solutions worth $15.2K as of Q3 2026.
  • Roxbury Financial left its Jacobs Solutions share count unchanged in Q3 2026.
  • Jacobs Solutions made up 0.01% of Roxbury Financial's portfolio in Q3 2026, its #306 holding.
  • Roxbury Financial first reported a position in Jacobs Solutions in Q4 2024 and has held it in 8 quarters since.
  • Roxbury Financial's Jacobs Solutions position peaked at $16.8K in Q3 2025.
  • 540 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.