Jacobi Capital Management’s Leuthold Select Industries ETF LST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	28,147 -704	-2%	-$31.5K	0.06%	266
2026 Q1	$1.17M	Sell	28,851 -742	-3%	-$31K	0.07%	270
2025 Q4	$1.19M	Sell	29,593 -247	-0.8%	-$9.82K	0.07%	255
2025 Q3	$1.19M	Sell	29,840 -772	-3%	-$29.2K	0.07%	255
2025 Q2	$1.13M	Hold	30,612	–	–	0.07%	255
2025 Q1	$994K	Buy	+30,612	New	+$1.04M	0.07%	252

Other funds holding LST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Jacobi Capital Management reduced its Leuthold Select Industries ETF (LST) stake by 2.4% in Q2 2026, selling an estimated $31.5K and leaving 28,147 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #266.

Jacobi Capital Management first reported a position in LST in Q1 2025 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold LST as of Q2 2026.

Jacobi Capital Management held 28,147 shares of Leuthold Select Industries ETF worth $1.32M as of Q2 2026.
Jacobi Capital Management sold 704 Leuthold Select Industries ETF shares in Q2 2026, an estimated $31.5K.
Leuthold Select Industries ETF made up 0.06% of Jacobi Capital Management's portfolio in Q2 2026, its #266 holding.
Jacobi Capital Management first reported a position in Leuthold Select Industries ETF in Q1 2025 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held Leuthold Select Industries ETF as of Q2 2026.

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