Tompkins Financial’s Jacobs Solutions J Stock Holding History

Tompkins Financial’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	-106	Closed	-$14K	–	627
2025 Q4	$14K	Buy	+106	New	+$15.5K	﹤0.01%	414
2024 Q2	–	Sell	-65	Closed	-$8.3K	–	616
2024 Q1	$8.3K	Buy	+65	New	+$7.62K	﹤0.01%	516

Other funds holding J

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Tompkins Financial's J Position: Q1 2026 in Review

Tompkins Financial sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 106 shares — an estimated $14K sold.

Tompkins Financial first reported a position in J in Q1 2024 and held it in 2 quarters. The position peaked at $14K in Q4 2025. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

Tompkins Financial reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 106 Jacobs Solutions shares in Q1 2026, an estimated $14K.
Tompkins Financial first reported a position in Jacobs Solutions in Q1 2024 and held it in 2 quarters.
Tompkins Financial's Jacobs Solutions position peaked at $14K in Q4 2025.
915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.