LPL Financial
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LPL Financial’s Atlanta Braves Holdings Series A BATRA Stock Holding History

LPL Financial’s Portfolio BATRA Stock Details BATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$527K Buy
11,181
+4,016
+56% +$183K ﹤0.01% 4710
2025
Q4 		$304K Sell
7,165
-512
-7% -$22K ﹤0.01% 5135
2025
Q3 		$349K Sell
7,677
-2,781
-27% -$132K ﹤0.01% 4928
2025
Q2 		$515K Buy
10,458
+2,540
+32% +$112K ﹤0.01% 4366
2025
Q1 		$347K Buy
7,918
+2,137
+37% +$90.9K ﹤0.01% 4475
2024
Q4 		$236K Buy
+5,781
New +$243K ﹤0.01% 4706
2024
Q2 		– Sell
-5,184
Closed -$217K – 5027
2024
Q1 		$217K Buy
5,184
+173
+3% +$7.31K ﹤0.01% 4450
2023
Q4 		$214K Sell
5,011
-331
-6% -$13.3K ﹤0.01% 4343
2023
Q3 		$209K Buy
+5,342
New +$226K ﹤0.01% 4200

Other funds holding BATRA

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return