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 Q1	–	Sell	-1,000	Closed	-$14.8K	–	5973
2025 Q4	$14.8K	Buy	+1,000	New	+$23.9K	﹤0.01%	5830

Other funds holding ASST

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's ASST Position: Q2 2026 in Review

LPL Financial increased its Strive Inc (ASST) stake by 83% in Q2 2026, buying an estimated $250K and bringing the position to 37,265 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #5215.

LPL Financial first reported a position in ASST in Q3 2025 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold ASST as of Q2 2026.

LPL Financial held 37,265 shares of Strive Inc worth $407K as of Q2 2026.
LPL Financial bought 16,900 Strive Inc shares in Q2 2026, an estimated $250K.
Strive Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5215 holding.
LPL Financial first reported a position in Strive Inc in Q3 2025 and has held it in 4 quarters since.
170 funds tracked by Wall St. Rank held Strive Inc as of Q2 2026.

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