LPL Financial
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LPL Financial’s American Shared Hospital Services AMS Stock Holding History

LPL Financial’s Portfolio AMS Stock Details AMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Buy
81,386
+5,020
+7% +$7.4K ﹤0.01% 5874
2026
Q1 		$111K Buy
+76,366
New +$160K ﹤0.01% 5654

Other funds holding AMS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's AMS Position: Q2 2026 in Review

LPL Financial increased its American Shared Hospital Services (AMS) stake by 6.6% in Q2 2026, buying an estimated $7.4K and bringing the position to 81,386 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #5874.

LPL Financial first reported a position in AMS in Q1 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold AMS as of Q2 2026.

  • LPL Financial held 81,386 shares of American Shared Hospital Services worth $129K as of Q2 2026.
  • LPL Financial bought 5,020 American Shared Hospital Services shares in Q2 2026, an estimated $7.4K.
  • American Shared Hospital Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5874 holding.
  • LPL Financial first reported a position in American Shared Hospital Services in Q1 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held American Shared Hospital Services as of Q2 2026.

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