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SVB Wealth’s Jacobs Solutions J Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,071
Closed -$128K – 1059
2025
Q1 		$128K Buy
+1,071
New +$138K 0.01% 370
2024
Q2 		– Sell
-2,032
Closed -$258K – 786
2024
Q1 		$258K Buy
2,032
+77
+4% +$9.03K 0.01% 678
2023
Q4 		$210K Buy
+1,955
New +$213K 0.01% 758
2021
Q4 		– Sell
-1,829
Closed -$201K – 887
2021
Q3 		$201K Buy
+1,829
New +$202K ﹤0.01% 910

Other funds holding J

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

SVB Wealth's J Position: Q2 2025 in Review

SVB Wealth sold out of Jacobs Solutions (J) in Q2 2025, closing a stake of 1,071 shares — an estimated $128K sold.

SVB Wealth first reported a position in J in Q3 2021 and held it in 4 quarters. The position peaked at $258K in Q1 2024. 839 funds tracked by Wall St. Rank hold J as of Q2 2025.

  • SVB Wealth reported no remaining Jacobs Solutions position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,071 Jacobs Solutions shares in Q2 2025, an estimated $128K.
  • SVB Wealth first reported a position in Jacobs Solutions in Q3 2021 and held it in 4 quarters.
  • SVB Wealth's Jacobs Solutions position peaked at $258K in Q1 2024.
  • 839 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.