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SSG
Summit Securities Group’s
Jacobs Solutions
J
Stock Holding History
Summit Securities Group’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
$2.42K
Sell
19
-159
-89%
-$21.6K
﹤0.01%
922
2025
Q4
$23.6K
Sell
178
-29
-14%
-$4.25K
﹤0.01%
775
2025
Q3
$31K
Buy
207
+126
+156%
+$18.1K
0.01%
673
2025
Q2
$10.6K
Buy
+81
New
+$9.99K
﹤0.01%
874
2023
Q3
–
Sell
-202
Closed
-$20K
–
820
2023
Q2
$20K
Sell
202
-100
-33%
-$9.54K
0.01%
632
2023
Q1
$29K
Buy
302
+146
+94%
+$14.6K
0.01%
547
2022
Q4
$15K
Sell
156
-3,687
-96%
-$362K
﹤0.01%
960
2022
Q3
$345K
Buy
3,843
+3,519
+1,086%
+$365K
0.07%
311
2022
Q2
$34K
Buy
324
+260
+406%
+$29.1K
0.01%
648
2022
Q1
$7K
Buy
+64
New
+$6.87K
﹤0.01%
910
2021
Q2
–
Hold
0
–
–
–
813
2021
Q1
–
Hold
0
–
–
–
704
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$1.91T AUM
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$1.61T AUM
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1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
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Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
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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
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