LPL Financial
AVR icon

LPL Financial’s Anteris Technologies AVR Stock Holding History

LPL Financial’s Portfolio AVR Stock Details AVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$143K Sell
18,395
-10,312
-36% -$89.5K ﹤0.01% 5944
2026
Q2 		$283K Buy
28,707
+10,862
+61% +$82.6K ﹤0.01% 5499
2026
Q1 		$99K Buy
17,845
+550
+3% +$3.16K ﹤0.01% 5679
2025
Q4 		$86.3K Sell
17,295
-1,400
-7% -$6.42K ﹤0.01% 5634
2025
Q3 		$84.1K Buy
+18,695
New +$73.3K ﹤0.01% 5549

Other funds holding AVR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
GDS Wealth Management
GDS Wealth Management Flower Mound, Texas $2.24B AUM 35.89% 1-Year Est. Return

LPL Financial's AVR Position: Q3 2026 in Review

LPL Financial reduced its Anteris Technologies (AVR) stake by 36% in Q3 2026, selling an estimated $89.5K and leaving 18,395 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #5944.

LPL Financial first reported a position in AVR in Q3 2025 and has held it in 5 quarters since. The position peaked at $283K in Q2 2026. 35 funds tracked by Wall St. Rank hold AVR as of Q3 2026.

  • LPL Financial held 18,395 shares of Anteris Technologies worth $143K as of Q3 2026.
  • LPL Financial sold 10,312 Anteris Technologies shares in Q3 2026, an estimated $89.5K.
  • Anteris Technologies made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5944 holding.
  • LPL Financial first reported a position in Anteris Technologies in Q3 2025 and has held it in 5 quarters since.
  • LPL Financial's Anteris Technologies position peaked at $283K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Anteris Technologies as of Q3 2026.

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