James T. Borello RIA
J icon

James T. Borello RIA’s Jacobs Solutions J Stock Holding History

James T. Borello RIA’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 		$541 Sell
4
-6
-60% -$839 ﹤0.01% 1038
2026
Q2 		$1.26K Sell
10
-2
-17% -$246 ﹤0.01% 1002
2026
Q1 		$1.53K Sell
12
-7
-37% -$952 ﹤0.01% 958
2025
Q4 		$2.52K Sell
19
-3
-14% -$440 ﹤0.01% 736
2025
Q3 		$3.3K Buy
+22
New +$3.16K ﹤0.01% 612

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James T. Borello RIA's J Position: Q3 2026 in Review

James T. Borello RIA reduced its Jacobs Solutions (J) stake by 60% in Q3 2026, selling an estimated $839 and leaving 4 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

James T. Borello RIA first reported a position in J in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.3K in Q3 2025. 160 funds tracked by Wall St. Rank hold J as of Q3 2026.

  • James T. Borello RIA held 4 shares of Jacobs Solutions worth $541 as of Q3 2026.
  • James T. Borello RIA sold 6 Jacobs Solutions shares in Q3 2026, an estimated $839.
  • Jacobs Solutions made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1038 holding.
  • James T. Borello RIA first reported a position in Jacobs Solutions in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Jacobs Solutions position peaked at $3.3K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Jacobs Solutions as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.