TPCM
J icon

Two Point Capital Management’s Jacobs Solutions J Stock Holding History

Two Point Capital Management’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
Q3 		$10.1M Sell
74,943
-1,098
-1% -$154K 4.55% 9
2026
Q2 		$9.6M Sell
76,041
-419
-0.5% -$51.5K 3.86% 10
2026
Q1 		$9.7M Sell
76,460
-458
-0.6% -$62.3K 4.25% 10
2025
Q4 		$10.2M Sell
76,918
-98
-0.1% -$14.4K 4.13% 10
2025
Q3 		$11.5M Sell
77,016
-1,254
-2% -$180K 4.64% 8
2025
Q2 		$10.3M Buy
+78,270
New +$9.7M 4.38% 11
2024
Q4 		$13.4M Buy
96,107
+4
+0% +$551 4.8% 8
2024
Q3 		$12.5M Sell
96,103
-17,794
-16% -$2.14M 4.55% 8
2024
Q2 		$13.2M Buy
113,897
+532
+0.5% +$62.4K 5.3% 6
2024
Q1 		$14.4M Buy
113,365
+2,533
+2% +$297K 5.93% 4
2023
Q4 		$11.9M Buy
110,832
+773
+0.7% +$84.2K 5.43% 6
2023
Q3 		$12.4M Buy
110,059
+291
+0.3% +$31.4K 6.85% 5
2023
Q2 		$10.8M Buy
109,768
+1,188
+1% +$113K 5.63% 6
2023
Q1 		$10.6M Sell
108,580
-12
-0% -$1.2K 6.21% 5
2022
Q4 		$10.8M Buy
+108,592
New +$10.7M 6.96% 4

Other funds holding J

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Ninety One
Ninety One Cape Town, South Africa $2B AUM 34.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Two Point Capital Management's J Position: Q3 2026 in Review

Two Point Capital Management reduced its Jacobs Solutions (J) stake by 1.4% in Q3 2026, selling an estimated $154K and leaving 74,943 shares worth $10.1M. The position accounts for 4.55% of the portfolio, ranked #9.

Two Point Capital Management first reported a position in J in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.4M in Q1 2024. 136 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • Two Point Capital Management held 74,943 shares of Jacobs Solutions worth $10.1M as of Q3 2026.
  • Two Point Capital Management sold 1,098 Jacobs Solutions shares in Q3 2026, an estimated $154K.
  • Jacobs Solutions made up 4.55% of Two Point Capital Management's portfolio in Q3 2026, its #9 holding.
  • Two Point Capital Management first reported a position in Jacobs Solutions in Q4 2022 and has held it in 15 quarters since.
  • Two Point Capital Management's Jacobs Solutions position peaked at $14.4M in Q1 2024.
  • 136 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on Two Point Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.