LPL Financial
AVEX icon

LPL Financial’s AEVEX Corp AVEX Stock Holding History

LPL Financial’s Portfolio AVEX Stock Details AVEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$447K Sell
29,512
-2,879
-9% -$50K ﹤0.01% 5202
2026
Q2 		$677K Buy
+32,391
New +$841K ﹤0.01% 4765

Other funds holding AVEX

Fidelity National Financial
Fidelity National Financial Jacksonville, Florida $2.64B AUM 28.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
KA
Kailix Advisors Fort Lauderdale, Florida $65.7M AUM 25.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Verus Capital Partners
Verus Capital Partners Scottsdale, Arizona $1.91B AUM 49.49% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial's AVEX Position: Q3 2026 in Review

LPL Financial reduced its AEVEX Corp (AVEX) stake by 8.9% in Q3 2026, selling an estimated $50K and leaving 29,512 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #5202.

LPL Financial first reported a position in AVEX in Q2 2026 and has held it in 2 quarters since. The position peaked at $677K in Q2 2026. 72 funds tracked by Wall St. Rank hold AVEX as of Q3 2026.

  • LPL Financial held 29,512 shares of AEVEX Corp worth $447K as of Q3 2026.
  • LPL Financial sold 2,879 AEVEX Corp shares in Q3 2026, an estimated $50K.
  • AEVEX Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5202 holding.
  • LPL Financial first reported a position in AEVEX Corp in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's AEVEX Corp position peaked at $677K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held AEVEX Corp as of Q3 2026.

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