Union Savings Bank’s Jacobs Solutions J Stock Holding History

Union Savings Bank’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	-35	Closed	-$4.64K	–	327
2025 Q4	$4.64K	Buy	+35	New	+$5.13K	﹤0.01%	286
2025 Q2	$22.7K	Sell	160 -2	-1%	-$247	0.01%	242
2025 Q1	$19.3K	Hold	162	–	–	0.01%	254
2024 Q4	$21.4K	Sell	162 -126	-44%	-$17.3K	0.01%	249
2024 Q3	$37.3K	Sell	288 -57	-17%	-$6.87K	0.02%	233
2024 Q2	$39.8K	Hold	345	–	–	0.02%	227
2024 Q1	$43.8K	Hold	345	–	–	0.02%	218
2023 Q4	$37K	Buy	345 +152	+79%	+$16.5K	0.02%	227
2023 Q3	$21.8K	Buy	+193	New	+$20.8K	0.01%	250

Other funds holding J

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return

Union Savings Bank's J Position: Q1 2026 in Review

Union Savings Bank sold out of Jacobs Solutions (J) in Q1 2026, closing a stake of 35 shares — an estimated $4.64K sold.

Union Savings Bank first reported a position in J in Q3 2023 and held it in 9 quarters. The position peaked at $43.8K in Q1 2024. 915 funds tracked by Wall St. Rank hold J as of Q1 2026.

Union Savings Bank reported no remaining Jacobs Solutions position as of Q1 2026 after selling out during the quarter.
Union Savings Bank sold 35 Jacobs Solutions shares in Q1 2026, an estimated $4.64K.
Union Savings Bank first reported a position in Jacobs Solutions in Q3 2023 and held it in 9 quarters.
Union Savings Bank's Jacobs Solutions position peaked at $43.8K in Q1 2024.
915 funds tracked by Wall St. Rank held Jacobs Solutions as of Q1 2026.

Based on Union Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.