BDF-GESTION J — JACOBS SOLUTIONS INC

Ownership history in BDF-GESTION  ·  9 quarters on record

AI Ownership Summary

BDF-GESTION reported JACOBS SOLUTIONS INC (J) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.31% in 2024 Q3. The latest visible filing shows J at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this J ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BDF-GESTION's position in JACOBS SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

J was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

J stock page BDF-GESTION fund profile BDF-GESTION full holdings
How BDF-GESTION held J — position size vs. price
% of Fund (quarterly)    J price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 10,480 -1,179 -10.1% 0.11% $834K 2026-07-07 $130.29
2026 Q1 UNCHANGED — — — 11,659 — 0% 0.20% $1.5M 2026-04-10 $122.48
2025 Q4 REDUCED 6.2% -3.7% ✅ 11,659 -777 -6.2% 0.19% $1.5M 2026-01-09 $139.15
2025 Q3 REDUCED 17.2% -9.5% ✅ 12,436 -2,587 -17.2% 0.22% $1.9M 2025-10-09 $154.18
2025 Q2 REDUCED 9.8% +13.2% ❌ 15,023 -1,638 -9.8% 0.22% $2.0M 2025-07-11 $133.75
2025 Q1 REDUCED 8.1% +10.1% ❌ 16,661 -1,463 -8.1% 0.22% $2.0M 2025-04-17 $114.58
2024 Q4 UNCHANGED — — — 18,124 — 0% 0.31% $2.9M 2025-01-17 $135.78
2024 Q3 ADDED — — — 18,124 +6,000 +49.5% 0.31% $2.9M 2024-10-15 $134.61
2024 Q2 INITIATED — — — 12,124 — — 0.16% $1.7M 2024-07-11 $114.48

🏢 Other funds also holding J

As of 2026 Q2 — sorted by position size

CACTI ASSET MANAGEMENT LLC 3Y 7Y 3.71% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 3.22% Palouse Capital Management, Inc. 3Y 7Y 2.15% Red Spruce Capital, LLC 3Y 0.75% Werlinich Asset Management, LLC 0.63% NEVILLE RODIE & SHAW INC 3Y 7Y 0.63% Town & Country Bank & Trust CO dba First Bankers Trust CO 3Y 7Y 0.41% ARMSTRONG HENRY H ASSOCIATES INC 3Y 7Y 0.21% CGN Advisors LLC 3Y 0.15% Boltwood Capital Management 3Y 7Y 0.1%

FAQ About BDF-GESTION and J

These are the practical questions this page is built to answer before you even open the full history table.

How long has BDF-GESTION reported owning J?

BDF-GESTION reported J across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported J position in BDF-GESTION's portfolio?

The largest reported portfolio weight for J was 0.31% in 2024 Q3.

What is the latest reported J position on this page?

The most recent filing on this page is 2026 Q2, when BDF-GESTION reported 10,480 shares, equal to 0.11% of portfolio, with an estimated market value of $834K.

What does the chart on this J ownership page compare?

The chart compares BDF-GESTION's quarterly J portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BDF-GESTION time their J position?

Based on 13F filing dates vs. subsequent J price moves, BDF-GESTION correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on J relative to SPY over the holding period was +291.4%.

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