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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Summit Financial's J Position: Q1 2026 in Review

Summit Financial increased its Jacobs Solutions (J) stake by 0.01% in Q1 2026, buying an estimated $272 and bringing the position to 15,051 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #589.

Summit Financial first reported a position in J in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.25M in Q3 2025. 913 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Summit Financial held 15,051 shares of Jacobs Solutions worth $1.92M as of Q1 2026.
  • Summit Financial bought 2 Jacobs Solutions shares in Q1 2026, an estimated $272.
  • Jacobs Solutions made up 0.02% of Summit Financial's portfolio in Q1 2026, its #589 holding.
  • Summit Financial first reported a position in Jacobs Solutions in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Jacobs Solutions position peaked at $2.25M in Q3 2025.
  • 913 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.