Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
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
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
–
1654
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
–
424
2016
Q4
$1K
Buy
+31
New
+$1.43K
﹤0.01%
618
Other funds holding J
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Primecap Management
Pasadena, California
$127B AUM
44.11%
1-Year Est. Return
Ninety One (UK)
London, United Kingdom
$43.1B AUM
23.42%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close