LPL Financial
BWEN icon

LPL Financial’s Broadwind BWEN Stock Holding History

LPL Financial’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$52.9K Sell
25,431
-6,206
-20% -$16.8K ﹤0.01% 5777
2025
Q4 		$89.5K Buy
31,637
+12,102
+62% +$31.8K ﹤0.01% 5627
2025
Q3 		$41K Sell
19,535
-11,500
-37% -$25.7K ﹤0.01% 5658
2025
Q2 		$56.2K Sell
31,035
-7,393
-19% -$12.5K ﹤0.01% 5352
2025
Q1 		$55.7K Sell
38,428
-5,200
-12% -$8.7K ﹤0.01% 5144
2024
Q4 		$82K Sell
43,628
-8,572
-16% -$16.3K ﹤0.01% 5028
2024
Q3 		$118K Buy
52,200
+12,000
+30% +$31.6K ﹤0.01% 4861
2024
Q2 		$132K Buy
40,200
+13,050
+48% +$39K ﹤0.01% 4677
2024
Q1 		$64.6K Buy
27,150
+13,200
+95% +$32.4K ﹤0.01% 4739
2023
Q4 		$38.6K Buy
+13,950
New +$36.9K ﹤0.01% 4679
2013
Q4 		– Sell
-31,358
Closed -$306K – 2651
2013
Q3 		$306K Buy
+31,358
New +$181K ﹤0.01% 1988

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

LPL Financial's BWEN Position: Q1 2026 in Review

LPL Financial reduced its Broadwind (BWEN) stake by 20% in Q1 2026, selling an estimated $16.8K and leaving 25,431 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5777.

LPL Financial first reported a position in BWEN in Q3 2013 and has held it in 11 quarters since. The position peaked at $306K in Q3 2013. 54 funds tracked by Wall St. Rank hold BWEN as of Q1 2026.

  • LPL Financial held 25,431 shares of Broadwind worth $52.9K as of Q1 2026.
  • LPL Financial sold 6,206 Broadwind shares in Q1 2026, an estimated $16.8K.
  • Broadwind made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5777 holding.
  • LPL Financial first reported a position in Broadwind in Q3 2013 and has held it in 11 quarters since.
  • LPL Financial's Broadwind position peaked at $306K in Q3 2013.
  • 54 funds tracked by Wall St. Rank held Broadwind as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.