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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jacobi Capital Management's LPLA Position: Q1 2026 in Review

Jacobi Capital Management increased its LPL Financial (LPLA) stake by 0.74% in Q1 2026, buying an estimated $1.68K and bringing the position to 682 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #615.

Jacobi Capital Management first reported a position in LPLA in Q3 2017 and has held it in 23 quarters since. The position peaked at $249K in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Jacobi Capital Management held 682 shares of LPL Financial worth $205K as of Q1 2026.
Jacobi Capital Management bought 5 LPL Financial shares in Q1 2026, an estimated $1.68K.
LPL Financial made up 0.01% of Jacobi Capital Management's portfolio in Q1 2026, its #615 holding.
Jacobi Capital Management first reported a position in LPL Financial in Q3 2017 and has held it in 23 quarters since.
Jacobi Capital Management's LPL Financial position peaked at $249K in Q2 2025.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.