Jacobi Capital Management’s LPL Financial LPLA Stock Holding History

Jacobi Capital Management’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	732 +50	+7%	+$15K	0.01%	632
2026 Q1	$205K	Buy	682 +5	+0.7%	+$1.68K	0.01%	615
2025 Q4	$242K	Hold	677	–	–	0.01%	571
2025 Q3	$225K	Buy	677 +13	+2%	+$4.71K	0.01%	568
2025 Q2	$249K	Sell	664 -28	-4%	-$9.81K	0.02%	539
2025 Q1	$226K	Hold	692	–	–	0.02%	536
2024 Q4	$226K	Buy	+692	New	+$205K	0.02%	536
2021 Q4	–	Sell	-941	Closed	-$148K	–	926
2021 Q3	$148K	Hold	941	–	–	0.02%	451
2021 Q2	$127K	Buy	941 +141	+18%	+$20.5K	0.02%	445
2021 Q1	$114K	Buy	800 +11	+1%	+$1.4K	0.02%	427
2020 Q4	$82K	Hold	789	–	–	0.01%	443
2020 Q3	$60K	Hold	789	–	–	0.01%	458
2020 Q2	$62K	Buy	789 +470	+147%	+$31.4K	0.01%	441
2020 Q1	$17K	Hold	319	–	–	﹤0.01%	608
2019 Q4	$29K	Buy	319 +203	+175%	+$17.4K	0.01%	555
2019 Q3	$10K	Hold	116	–	–	﹤0.01%	728
2019 Q2	$9K	Hold	116	–	–	﹤0.01%	750
2019 Q1	$8K	Hold	116	–	–	﹤0.01%	725
2018 Q4	$7K	Hold	116	–	–	﹤0.01%	710
2018 Q3	$7K	Hold	116	–	–	﹤0.01%	745
2018 Q2	$8K	Buy	116 +16	+16%	+$1.05K	﹤0.01%	741
2018 Q1	$6K	Hold	100	–	–	﹤0.01%	774
2017 Q4	$6K	Hold	100	–	–	﹤0.01%	753
2017 Q3	$5K	Buy	+100	New	+$4.6K	﹤0.01%	756

Other funds holding LPLA

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Jacobi Capital Management's LPLA Position: Q2 2026 in Review

Jacobi Capital Management increased its LPL Financial (LPLA) stake by 7.3% in Q2 2026, buying an estimated $15K and bringing the position to 732 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #632.

Jacobi Capital Management first reported a position in LPLA in Q3 2017 and has held it in 24 quarters since. The position peaked at $249K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Jacobi Capital Management held 732 shares of LPL Financial worth $206K as of Q2 2026.
Jacobi Capital Management bought 50 LPL Financial shares in Q2 2026, an estimated $15K.
LPL Financial made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #632 holding.
Jacobi Capital Management first reported a position in LPL Financial in Q3 2017 and has held it in 24 quarters since.
Jacobi Capital Management's LPL Financial position peaked at $249K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.