LPL Financial
ALIT icon

LPL Financial’s Alight ALIT Stock Holding History

LPL Financial’s Portfolio ALIT Stock Details ALIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,048
Closed -$11.7K – 6306
2026
Q2 		$11.7K Buy
1,048
+138
+15% +$1.95K ﹤0.01% 6160
2026
Q1 		$10.6K Buy
910
+2
+0.2% +$48 ﹤0.01% 5925
2025
Q4 		$35.4K Sell
908
-658
-42% -$32.8K ﹤0.01% 5741
2025
Q3 		$102K Buy
1,566
+186
+13% +$16.4K ﹤0.01% 5510
2025
Q2 		$156K Sell
1,380
-57
-4% -$6.1K ﹤0.01% 5162
2025
Q1 		$170K Sell
1,437
-509
-26% -$67K ﹤0.01% 4909
2024
Q4 		$269K Sell
1,946
-56
-3% -$8.22K ﹤0.01% 4624
2024
Q3 		$296K Buy
2,002
+600
+43% +$86.2K ﹤0.01% 4442
2024
Q2 		$207K Buy
+1,402
New +$233K ﹤0.01% 4544
2024
Q1 		– Sell
-1,265
Closed -$216K – 4914
2023
Q4 		$216K Sell
1,265
-97
-7% -$14.3K ﹤0.01% 4334
2023
Q3 		$193K Buy
1,362
+21
+2% +$3.53K ﹤0.01% 4260
2023
Q2 		$248K Buy
+1,341
New +$238K ﹤0.01% 3999

Other funds holding ALIT

Cannae Holdings
Cannae Holdings Las Vegas, Nevada $116M AUM 82.67% 1-Year Est. Return
Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

LPL Financial's ALIT Position: Q3 2026 in Review

LPL Financial sold out of Alight (ALIT) in Q3 2026, closing a stake of 1,048 shares — an estimated $11.7K sold.

LPL Financial first reported a position in ALIT in Q2 2023 and held it in 12 quarters. The position peaked at $296K in Q3 2024. 56 funds tracked by Wall St. Rank hold ALIT as of Q3 2026.

  • LPL Financial reported no remaining Alight position as of Q3 2026 after selling out during the quarter.
  • LPL Financial sold 1,048 Alight shares in Q3 2026, an estimated $11.7K.
  • LPL Financial first reported a position in Alight in Q2 2023 and held it in 12 quarters.
  • LPL Financial's Alight position peaked at $296K in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Alight as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.