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
Q3 		$107K Hold
25,544
– – ﹤0.01% 6010
2026
Q2 		$123K Buy
25,544
+113
+0.4% +$374 ﹤0.01% 5882
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 +$36.8K ﹤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

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

LPL Financial's BWEN Position: Q3 2026 in Review

LPL Financial held its Broadwind (BWEN) position steady in Q3 2026 at 25,544 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #6010.

LPL Financial first reported a position in BWEN in Q3 2013 and has held it in 13 quarters since. The position peaked at $306K in Q3 2013. 16 funds tracked by Wall St. Rank hold BWEN as of Q3 2026.

  • LPL Financial held 25,544 shares of Broadwind worth $107K as of Q3 2026.
  • LPL Financial left its Broadwind share count unchanged in Q3 2026.
  • Broadwind made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6010 holding.
  • LPL Financial first reported a position in Broadwind in Q3 2013 and has held it in 13 quarters since.
  • LPL Financial's Broadwind position peaked at $306K in Q3 2013.
  • 16 funds tracked by Wall St. Rank held Broadwind as of Q3 2026.

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