Sowell Financial Services’s Jacobs Solutions J Stock Holding History

Sowell Financial Services’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	$217K	Sell	1,722 -273	-14%	-$33.6K	0.01%	1032
2026 Q1	$254K	Buy	+1,995	New	+$271K	0.01%	903
2025 Q4	–	Sell	-1,449	Closed	-$217K	–	1146
2025 Q3	$217K	Sell	1,449 -2,977	-67%	-$428K	0.01%	971
2025 Q2	$582K	Sell	4,426 -5	-0.1%	-$617	0.02%	571
2025 Q1	$530K	Buy	+4,431	New	+$570K	0.02%	568
2021 Q2	–	Sell	-507	Closed	-$58K	–	1653
2021 Q1	$58K	Sell	507 -23,057	-98%	-$2.2M	﹤0.01%	1595
2020 Q4	$2.12M	Sell	23,564 -7,438	-24%	-$630K	0.09%	197
2020 Q3	$2.38M	Buy	31,002 +8,447	+37%	+$617K	0.12%	154
2020 Q2	$1.58M	Buy	22,555 +18,742	+492%	+$1.26M	0.09%	201
2020 Q1	$250K	Buy	3,813 +3,765	+7,844%	+$283K	0.02%	594
2019 Q4	$4K	Sell	48 -49	-51%	-$3.71K	﹤0.01%	1974
2019 Q3	$7K	Buy	+97	New	+$6.94K	﹤0.01%	1639
2018 Q1	–	Sell	-7,019	Closed	-$403K	–	290
2017 Q4	$403K	Buy	+7,019	New	+$360K	0.1%	179
2017 Q1	–	Sell	-31	Closed	-$1K	–	422
2016 Q4	$1K	Buy	+31	New	+$1.43K	﹤0.01%	618

Other funds holding J

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Sowell Financial Services's J Position: Q2 2026 in Review

Sowell Financial Services reduced its Jacobs Solutions (J) stake by 14% in Q2 2026, selling an estimated $33.6K and leaving 1,722 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #1032.

Sowell Financial Services first reported a position in J in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.38M in Q3 2020. 871 funds tracked by Wall St. Rank hold J as of Q2 2026.

Sowell Financial Services held 1,722 shares of Jacobs Solutions worth $217K as of Q2 2026.
Sowell Financial Services sold 273 Jacobs Solutions shares in Q2 2026, an estimated $33.6K.
Jacobs Solutions made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1032 holding.
Sowell Financial Services first reported a position in Jacobs Solutions in Q4 2016 and has held it in 14 quarters since.
Sowell Financial Services's Jacobs Solutions position peaked at $2.38M in Q3 2020.
871 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.