LPL Financial
AGIG

LPL Financial’s Abundia Global Impact Group AGIG Stock Holding History

LPL Financial’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,810
Closed -$15.6K – 6273
2026
Q1 		$15.6K Sell
10,810
-560
-5% -$1.46K ﹤0.01% 5894
2025
Q4 		$22.5K Sell
11,370
-10,976
-49% -$44.1K ﹤0.01% 5800
2025
Q3 		$139K Buy
22,346
+6,170
+38% +$55.8K ﹤0.01% 5440
2025
Q2 		$171K Buy
+16,176
New +$120K ﹤0.01% 5143
2025
Q1 		– Sell
-1,350
Closed -$17.4K – 5436
2024
Q4 		$17.4K Hold
1,350
– – ﹤0.01% 5216
2024
Q3 		$14.8K Hold
1,350
– – ﹤0.01% 5103
2024
Q2 		$17.4K Hold
1,350
– – ﹤0.01% 4944
2024
Q1 		$18K Sell
1,350
-6
-0.4% -$88 ﹤0.01% 4853
2023
Q4 		$24.3K Sell
1,356
-20
-1% -$377 ﹤0.01% 4724
2023
Q3 		$26.8K Hold
1,376
– – ﹤0.01% 4582
2023
Q2 		$29.3K Hold
1,376
– – ﹤0.01% 4482
2023
Q1 		$35.6K Hold
1,376
– – ﹤0.01% 4359
2022
Q4 		$47.3K Hold
1,376
– – ﹤0.01% 4270
2022
Q3 		$48K Buy
+1,376
New +$55.8K ﹤0.01% 4235

Other funds holding AGIG

Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's AGIG Position: Q2 2026 in Review

LPL Financial sold out of Abundia Global Impact Group (AGIG) in Q2 2026, closing a stake of 10,810 shares — an estimated $15.6K sold.

LPL Financial first reported a position in AGIG in Q3 2022 and held it in 14 quarters. The position peaked at $171K in Q2 2025. 18 funds tracked by Wall St. Rank hold AGIG as of Q2 2026.

  • LPL Financial reported no remaining Abundia Global Impact Group position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 10,810 Abundia Global Impact Group shares in Q2 2026, an estimated $15.6K.
  • LPL Financial first reported a position in Abundia Global Impact Group in Q3 2022 and held it in 14 quarters.
  • LPL Financial's Abundia Global Impact Group position peaked at $171K in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.