LWL
LNKB

Leo Wealth LLC’s LINKBANCORP LNKB Stock Holding History

Leo Wealth LLC’s Portfolio LNKB Stock Details LNKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,500
Closed -$86K – 334
2024
Q4 		$86K Hold
11,500
– – 0.01% 350
2024
Q3 		$73.7K Hold
11,500
– – 0.01% 339
2024
Q2 		$73.6K Hold
11,500
– – 0.01% 322
2024
Q1 		$79.3K Hold
11,500
– – 0.01% 325
2023
Q4 		$83.1K Buy
+11,500
New +$75.9K 0.01% 318

Other funds holding LNKB

FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Leo Wealth LLC's LNKB Position: Q1 2025 in Review

Leo Wealth LLC sold out of LINKBANCORP (LNKB) in Q1 2025, closing a stake of 11,500 shares — an estimated $86K sold.

Leo Wealth LLC first reported a position in LNKB in Q4 2023 and held it in 5 quarters. The position peaked at $86K in Q4 2024. 86 funds tracked by Wall St. Rank hold LNKB as of Q1 2025.

  • Leo Wealth LLC reported no remaining LINKBANCORP position as of Q1 2025 after selling out during the quarter.
  • Leo Wealth LLC sold 11,500 LINKBANCORP shares in Q1 2025, an estimated $86K.
  • Leo Wealth LLC first reported a position in LINKBANCORP in Q4 2023 and held it in 5 quarters.
  • Leo Wealth LLC's LINKBANCORP position peaked at $86K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held LINKBANCORP as of Q1 2025.

Based on Leo Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.