LPL Financial
ALLO icon

LPL Financial’s Allogene Therapeutics ALLO Stock Holding History

LPL Financial’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$459K Buy
220,670
+48,420
+28% +$106K ﹤0.01% 5092
2026
Q1 		$420K Buy
172,250
+1,500
+0.9% +$3.01K ﹤0.01% 4918
2025
Q4 		$234K Sell
170,750
-6,750
-4% -$8.9K ﹤0.01% 5347
2025
Q3 		$220K Buy
177,500
+3,537
+2% +$4.22K ﹤0.01% 5284
2025
Q2 		$197K Buy
173,963
+2,250
+1% +$2.99K ﹤0.01% 5096
2025
Q1 		$251K Buy
171,713
+21,300
+14% +$40.2K ﹤0.01% 4700
2024
Q4 		$320K Sell
150,413
-1,487
-1% -$3.67K ﹤0.01% 4472
2024
Q3 		$425K Buy
151,900
+26,325
+21% +$70.2K ﹤0.01% 4134
2024
Q2 		$293K Buy
125,575
+42,455
+51% +$125K ﹤0.01% 4283
2024
Q1 		$372K Buy
83,120
+7,700
+10% +$32.1K ﹤0.01% 4031
2023
Q4 		$242K Buy
75,420
+37,413
+98% +$106K ﹤0.01% 4250
2023
Q3 		$120K Buy
38,007
+17,157
+82% +$75.2K ﹤0.01% 4380
2023
Q2 		$104K Buy
+20,850
New +$113K ﹤0.01% 4313

Other funds holding ALLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
SCM
Sio Capital Management New York $604M AUM 96.57% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's ALLO Position: Q2 2026 in Review

LPL Financial increased its Allogene Therapeutics (ALLO) stake by 28% in Q2 2026, buying an estimated $106K and bringing the position to 220,670 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #5092.

LPL Financial first reported a position in ALLO in Q2 2023 and has held it in 13 quarters since. 209 funds tracked by Wall St. Rank hold ALLO as of Q2 2026.

  • LPL Financial held 220,670 shares of Allogene Therapeutics worth $459K as of Q2 2026.
  • LPL Financial bought 48,420 Allogene Therapeutics shares in Q2 2026, an estimated $106K.
  • Allogene Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5092 holding.
  • LPL Financial first reported a position in Allogene Therapeutics in Q2 2023 and has held it in 13 quarters since.
  • 209 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q2 2026.

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