Team Financial Group’s Jacobs Solutions J Stock Holding History

Team Financial 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	–	Sell	-20	Closed	-$2.71K	–	274
2025 Q4	$2.71K	Hold	20	–	–	﹤0.01%	235
2025 Q3	$3.06K	Hold	20	–	–	﹤0.01%	227
2025 Q2	$2.68K	Buy	+20	New	+$2.47K	﹤0.01%	224
2024 Q1	–	Sell	-24	Closed	-$2.61K	–	122
2023 Q4	$2.61K	Hold	24	–	–	﹤0.01%	177
2023 Q3	$2.74K	Buy	+24	New	+$2.59K	﹤0.01%	165

Other funds holding J

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Team Financial Group's J Position: Q1 2026 in Review

Team Financial Group sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 20 shares — an estimated $2.71K sold.

Team Financial Group first reported a position in J in Q3 2023 and held it in 5 quarters. The position peaked at $3.06K in Q3 2025. 912 funds tracked by Wall St. Rank hold J as of Q1 2026.

Team Financial Group reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
Team Financial Group sold 20 Jacobs Solutions shares in Q1 2026, an estimated $2.71K.
Team Financial Group first reported a position in Jacobs Solutions in Q3 2023 and held it in 5 quarters.
Team Financial Group's Jacobs Solutions position peaked at $3.06K in Q3 2025.
912 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Team Financial Group's 13F filing for Q1 2026, filed 4 May 2026.