Jacobi Capital Management LLC

Position in LPLA — LPL Financial Holdings Inc.

CIK 1689646 PITTSTON, PA

Position in LPLA

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$206,189

+$1,023 QoQ

Shares Held

732

+7.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#574

of 761 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Jacobi Capital Management LLC holds $4,213,761 across 7 Capital Markets names. LPLA ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,998	$2,020,717
2	MS	Morgan Stanley	4,440	$928,137
3	GLXY	Galaxy Digital Inc.	21,100	$576,874
4	SCHW	Schwab Charles Corp	2,767	$255,311
5	LPLA	LPL Financial Holdings Inc. This page	732	$206,189
6	BMNR	Bitmine Immersion Technologies, Inc.	14,285	$190,133
7	HIVE	HIVE Digital Technologies Ltd.	10,000	$36,400

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,189	732	+7.3%	Shares	Sole	2026-07-31
2026-03-31	$205,166	682	+0.7%	Shares	Sole	2026-05-14
2025-12-31	$241,804	677	0.0%	Shares	Sole	2026-02-13
2025-09-30	$225,231	677	+2.0%	Shares	Sole	2025-11-07
2025-06-30	$248,980	664	-4.0%	Shares	Sole	2025-08-12
2025-03-31	$226,380	692	0.0%	Shares	Sole	2025-05-27
2024-12-31	$225,944	692	-26.5%	Shares	Sole	2025-02-05
2021-09-30	$147,511	941	0.0%	Shares	Sole	2021-11-15
2021-06-30	$127,016	941	+17.6%	Shares	Sole	2021-08-12
2021-03-31	$113,728	800	+1.4%	Shares	Sole	2021-05-11
2020-12-31	$82,229	789	0.0%	Shares	Sole	2021-02-08
2020-09-30	$60,492	789	0.0%	Shares	Sole	2020-10-30
2020-06-30	$61,857	789	+147.3%	Shares	Sole	2020-08-04
2020-03-31	$17,363	319	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.