Planning Strategies Inc.’s Jacobs Solutions J Stock Holding History

Planning Strategies Inc.’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 Q2	$126	Buy	+1	New	+$123	﹤0.01%	1023

Other funds holding J

Ninety One (UK)

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

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Planning Strategies Inc.'s J Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Jacobs Solutions (J) in Q2 2026: 1 share worth $126. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings.

262 funds tracked by Wall St. Rank hold J as of Q2 2026.

Planning Strategies Inc. held 1 share of Jacobs Solutions worth $126 as of Q2 2026.
Jacobs Solutions was a new Planning Strategies Inc. position in Q2 2026.
Jacobs Solutions made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1023 holding.
262 funds tracked by Wall St. Rank held Jacobs Solutions as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.