Jacobi Capital Management’s Microvision MVIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$799	Buy	+532	New	+$1.62K	﹤0.01%	1731
2021 Q4	–	Sell	-1,318	Closed	-$218K	–	977
2021 Q3	$218K	Sell	1,318 -244	-16%	-$50.9K	0.03%	384
2021 Q2	$392K	Buy	1,562 +1,285	+464%	+$316K	0.05%	278
2021 Q1	$77K	Sell	277 -163	-37%	-$30.7K	0.01%	495
2020 Q4	$36K	Buy	+440	New	+$19.4K	0.01%	598

Other funds holding MVIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Birchwood Financial Partners Bloomington, Minnesota $134M AUM 14.47% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Jacobi Capital Management's MVIS Position: Q3 2026 in Review

Jacobi Capital Management opened a new position in Microvision (MVIS) in Q3 2026: 532 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings. This is a return to the name: Jacobi Capital Management previously reported a position in MVIS as recently as Q3 2021.

Jacobi Capital Management first reported a position in MVIS in Q4 2020 and has held it in 5 quarters since. The position peaked at $392K in Q2 2021. 17 funds tracked by Wall St. Rank hold MVIS as of Q3 2026.

Jacobi Capital Management held 532 shares of Microvision worth $799 as of Q3 2026.
Microvision was a new Jacobi Capital Management position in Q3 2026.
Microvision made up ﹤0.01% of Jacobi Capital Management's portfolio in Q3 2026, its #1731 holding.
Jacobi Capital Management first reported a position in Microvision in Q4 2020 and has held it in 5 quarters since.
Jacobi Capital Management's Microvision position peaked at $392K in Q2 2021.
17 funds tracked by Wall St. Rank held Microvision as of Q3 2026.

Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.