Summit Wealth Group (Colorado)’s Jacobs Solutions J Stock Holding History

Summit Wealth Group (Colorado)’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	$373K	Buy	2,958 +19	+0.6%	+$2.34K	0.03%	261
2026 Q1	$374K	Buy	2,939 +1	+0%	+$136	0.04%	220
2025 Q4	$389K	Buy	+2,938	New	+$431K	0.05%	176
2025 Q3	–	Sell	-2,938	Closed	-$386K	–	372
2025 Q2	$386K	Buy	+2,938	New	+$362K	0.1%	153

Other funds holding J

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Summit Wealth Group (Colorado)'s J Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Jacobs Solutions (J) stake by 0.65% in Q2 2026, buying an estimated $2.34K and bringing the position to 2,958 shares worth $373K. The position accounts for 0.03% of the portfolio, ranked #261.

Summit Wealth Group (Colorado) first reported a position in J in Q2 2025 and has held it in 4 quarters since. The position peaked at $389K in Q4 2025. 290 funds tracked by Wall St. Rank hold J as of Q2 2026.

Summit Wealth Group (Colorado) held 2,958 shares of Jacobs Solutions worth $373K as of Q2 2026.
Summit Wealth Group (Colorado) bought 19 Jacobs Solutions shares in Q2 2026, an estimated $2.34K.
Jacobs Solutions made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #261 holding.
Summit Wealth Group (Colorado) first reported a position in Jacobs Solutions in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s Jacobs Solutions position peaked at $389K in Q4 2025.
290 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.