LPL Financial
CBUS icon

LPL Financial’s Cibus CBUS Stock Holding History

LPL Financial’s Portfolio CBUS Stock Details CBUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
142,431
+37,138
+35% +$53K ﹤0.01% 5767
2026
Q1 		$208K Buy
+105,293
New +$271K ﹤0.01% 5468
2025
Q4 		– Sell
-26,292
Closed -$33.9K – 5900
2025
Q3 		$33.9K Buy
26,292
+536
+2% +$776 ﹤0.01% 5684
2025
Q2 		$35.5K Buy
25,756
+1,756
+7% +$3.57K ﹤0.01% 5405
2025
Q1 		$44.9K Sell
24,000
-800
-3% -$1.88K ﹤0.01% 5164
2024
Q4 		$68.9K Sell
24,800
-341
-1% -$1.32K ﹤0.01% 5067
2024
Q3 		$82K Buy
25,141
+12,000
+91% +$86.9K ﹤0.01% 4934
2024
Q2 		$129K Buy
13,141
+1,800
+16% +$27.2K ﹤0.01% 4684
2024
Q1 		$255K Buy
+11,341
New +$209K ﹤0.01% 4331

Other funds holding CBUS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's CBUS Position: Q2 2026 in Review

LPL Financial increased its Cibus (CBUS) stake by 35% in Q2 2026, buying an estimated $53K and bringing the position to 142,431 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #5767.

LPL Financial first reported a position in CBUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $255K in Q1 2024. 62 funds tracked by Wall St. Rank hold CBUS as of Q2 2026.

  • LPL Financial held 142,431 shares of Cibus worth $195K as of Q2 2026.
  • LPL Financial bought 37,138 Cibus shares in Q2 2026, an estimated $53K.
  • Cibus made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5767 holding.
  • LPL Financial first reported a position in Cibus in Q1 2024 and has held it in 9 quarters since.
  • LPL Financial's Cibus position peaked at $255K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Cibus as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.