Jacobi Capital Management LLC historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 11 quarters from 2016-06-30 to 2026-06-30, Jacobi Capital Management LLC opened 18 positions, added to 48, reduced 34 and sold out of 43.
- Q2 2025: Stock BITCOIN DEPOT INC; Country of operation United States; Class COM; Shares before 0.
- Q1 2024: Stock SUPER MICRO COMPUTER INC; Country of operation United States; Class COM; Shares before 0.
- Q1 2024: Stock SOUTHWESTERN ENERGY CO; Country of operation United States; Class COM; Shares before 0.
- Q3 2016: Stock PENNS WOODS BANCORP INC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1689646), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-27); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Cambria Investment Management, L.P. | United States | $1.790B | 682 |
| COURIER CAPITAL LLC | United States | $1.789B | 385 |
| BBR PARTNERS, LLC | United States | $1.792B | 253 |
| JFS WEALTH ADVISORS, LLC | United States | $1.787B | 1,892 |
| Kinetic Partners Management, LP | United States | $1.787B | 49 |
| Berger Financial Group, Inc | United States | $1.787B | 474 |
| WealthPlan Investment Management, LLC | United States | $1.795B | 515 |
| RICE HALL JAMES & ASSOCIATES, LLC | United States | $1.796B | 243 |
| Essex Financial Services, Inc. | United States | $1.782B | 794 |
| GOBI CAPITAL LLC | United States | $1.798B | 11 |