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Summit Financial’s Jacobs Solutions J Stock Holding History

Summit 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 		$2.58M Buy
20,473
+5,422
+36% +$667K 0.03% 562
2026
Q1 		$1.92M Buy
15,051
+2
+0% +$272 0.02% 589
2025
Q4 		$1.99M Buy
15,049
+8
+0.1% +$1.17K 0.03% 493
2025
Q3 		$2.25M Buy
+15,041
New +$2.16M 0.03% 450

Other funds holding J

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Summit Financial's J Position: Q2 2026 in Review

Summit Financial increased its Jacobs Solutions (J) stake by 36% in Q2 2026, buying an estimated $667K and bringing the position to 20,473 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #562.

Summit Financial first reported a position in J in Q3 2025 and has held it in 4 quarters since. 874 funds tracked by Wall St. Rank hold J as of Q2 2026.

  • Summit Financial held 20,473 shares of Jacobs Solutions worth $2.58M as of Q2 2026.
  • Summit Financial bought 5,422 Jacobs Solutions shares in Q2 2026, an estimated $667K.
  • Jacobs Solutions made up 0.03% of Summit Financial's portfolio in Q2 2026, its #562 holding.
  • Summit Financial first reported a position in Jacobs Solutions in Q3 2025 and has held it in 4 quarters since.
  • 874 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.