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Managed Portfolio Series shares owned by Jacobi Capital Management

Quarter-by-quarter ownership of Managed Portfolio Series (LST) shares owned by Jacobi Capital Management from 13F filings

Historical chart of Jacobi Capital Management investment in Managed Portfolio Series

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All positions including Managed Portfolio Series held by Jacobi Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Series by Jacobi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 30k 39.89
2025-06-30 $1.1M 31k 36.76
2025-03-31 $994k 31k 32.48

More positions owned by Jacobi Capital Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Etf Opportunities Trust Applied Fina Val (VSLU)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Jacobi Capital Management

Top funds holding Managed Portfolio Series

Armis Advisers
Castleview Partners
LLBH Private Wealth Management
Ashton Thomas Private Wealth
Jacobi Capital Management
Leuthold Weeden Capital Management
Gts Securities
Jane Street
Citadel Advisors
Koshinski Asset Management
Westhampton Capital
LPL Financial
Cambridge Investment Research Advisors
WFA of San Diego
Fulcrum Equity Management

View all funds holding Managed Portfolio Series