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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
2021
Q2 		– Sell
-48
Closed -$436K – 773
2021
Q1 		$436K Buy
+48
New +$4.58K 0.05% 352

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 Securities Group's J Position: Q1 2026 in Review

Summit Securities Group reduced its Jacobs Solutions (J) stake by 89% in Q1 2026, selling an estimated $21.6K and leaving 19 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Summit Securities Group first reported a position in J in Q1 2022 and has held it in 10 quarters since. The position peaked at $345K in Q3 2022. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

  • Summit Securities Group held 19 shares of Jacobs Solutions worth $2.42K as of Q1 2026.
  • Summit Securities Group sold 159 Jacobs Solutions shares in Q1 2026, an estimated $21.6K.
  • Jacobs Solutions made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #922 holding.
  • Summit Securities Group first reported a position in Jacobs Solutions in Q1 2022 and has held it in 10 quarters since.
  • Summit Securities Group's Jacobs Solutions position peaked at $345K in Q3 2022.
  • 912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.