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 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

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Roxbury Financial's J Position: Q2 2026 in Review

Roxbury Financial held its Jacobs Solutions (J) position steady in Q2 2026 at 112 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #299.

Roxbury Financial first reported a position in J in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.8K in Q3 2025. 208 funds tracked by Wall St. Rank hold J as of Q2 2026.

Roxbury Financial held 112 shares of Jacobs Solutions worth $14.1K as of Q2 2026.
Roxbury Financial left its Jacobs Solutions share count unchanged in Q2 2026.
Jacobs Solutions made up 0.01% of Roxbury Financial's portfolio in Q2 2026, its #299 holding.
Roxbury Financial first reported a position in Jacobs Solutions in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's Jacobs Solutions position peaked at $16.8K in Q3 2025.
208 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.