Jacobsen Capital Management 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), from the quarter ended 2026-03-31 to 2026-06-30, Jacobsen Capital Management opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was S&P GLOBAL INC (+$600,709); the largest decrease was S&P GLOBAL INC (+$600,709).
- S&P GLOBAL INC: Country of operation —; Class COM SHS; Shares 2026-03-31 0; Shares 2026-06-30 1,475.
Two Form 13F-HR filings compared (SEC CIK 1782491): 2026-03-31 (filed 2026-04-24) and 2026-06-30 (filed 2026-07-29). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | United States | $0.296B | 80 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | United States | $0.296B | 146 |
| Vigilare Wealth Management | United States | $0.296B | 109 |
| River Street Advisors LLC | United States | $0.296B | 248 |
| Skaana Management L.P. | United States | $0.296B | 158 |
| Front Row Advisors LLC | United States | $0.296B | 553 |
| New Republic Capital, LLC | United States | $0.297B | 312 |
| Cambridge Financial Group, LLC | United States | $0.295B | 168 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | United States | $0.297B | 4 |
| Royal Harbor Partners, LLC | United States | $0.295B | 51 |