SYM Financial Corp’s Jacobs Solutions J Stock Holding History

SYM Financial Corp’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 Q4	–	Sell	-1,367	Closed	-$205K	–	440
2025 Q3	$205K	Buy	+1,367	New	+$196K	0.02%	315

Other funds holding J

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SYM Financial Corp's J Position: Q4 2025 in Review

SYM Financial Corp sold out of Jacobs Solutions (J) in Q4 2025, closing a stake of 1,367 shares — an estimated $205K sold.

SYM Financial Corp first reported a position in J in Q3 2025 and held it in 1 quarter. The position peaked at $205K in Q3 2025. 927 funds tracked by Wall St. Rank hold J as of Q4 2025.

SYM Financial Corp reported no remaining Jacobs Solutions position as of Q4 2025 after selling out during the quarter.
SYM Financial Corp sold 1,367 Jacobs Solutions shares in Q4 2025, an estimated $205K.
SYM Financial Corp first reported a position in Jacobs Solutions in Q3 2025 and held it in 1 quarter.
SYM Financial Corp's Jacobs Solutions position peaked at $205K in Q3 2025.
927 funds tracked by Wall St. Rank held Jacobs Solutions as of Q4 2025.

Based on SYM Financial Corp's 13F filing for Q4 2025, filed 13 Feb 2026.