LPL Financial
ASST icon

LPL Financial’s Strive Inc ASST Stock Holding History

LPL Financial’s Portfolio ASST Stock Details ASST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.47M Buy
253,991
+216,726
+582% +$4.02M ﹤0.01% 2470
2026
Q2 		$407K Buy
37,265
+16,900
+83% +$250K ﹤0.01% 5215
2026
Q1 		$204K Buy
20,365
+17,454
+600% +$217K ﹤0.01% 5482
2025
Q4 		$43K Buy
2,911
+1,585
+120% +$37.9K ﹤0.01% 5719
2025
Q3 		$66.3K Buy
+1,326
New +$126K ﹤0.01% 5596

Other funds holding ASST

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

LPL Financial's ASST Position: Q3 2026 in Review

LPL Financial increased its Strive Inc (ASST) stake by 582% in Q3 2026, buying an estimated $4.02M and bringing the position to 253,991 shares worth $7.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

LPL Financial first reported a position in ASST in Q3 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

  • LPL Financial held 253,991 shares of Strive Inc worth $7.47M as of Q3 2026.
  • LPL Financial bought 216,726 Strive Inc shares in Q3 2026, an estimated $4.02M.
  • Strive Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2470 holding.
  • LPL Financial first reported a position in Strive Inc in Q3 2025 and has held it in 5 quarters since.
  • 72 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

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