Action Point Financial Planning’s Lindblad Expeditions LIND Stock Holding History

Action Point Financial Planning’s Portfolio LIND Stock Details LIND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2K	Buy	+78	New	+$1.65K	﹤0.01%	2221

Other funds holding LIND

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Action Point Financial Planning's LIND Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Lindblad Expeditions (LIND) in Q2 2026: 78 shares worth $2.2K. The stake represents ﹤0.01% of the portfolio and ranks #2221 among its holdings.

224 funds tracked by Wall St. Rank hold LIND as of Q2 2026.

Action Point Financial Planning held 78 shares of Lindblad Expeditions worth $2.2K as of Q2 2026.
Lindblad Expeditions was a new Action Point Financial Planning position in Q2 2026.
Lindblad Expeditions made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2221 holding.
224 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.