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
Q3 		$229K Buy
142,544
+113
+0.1% +$194 ﹤0.01% 5733
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

Transce3nd
Transce3nd Kyle, Texas $100M AUM 13.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Certior Financial Group
Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
Lynx Capital Group
Lynx Capital Group Beachwood, Ohio $254M AUM 9.64% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Nautilus Advisors
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

LPL Financial's CBUS Position: Q3 2026 in Review

LPL Financial increased its Cibus (CBUS) stake by 0.08% in Q3 2026, buying an estimated $194 and bringing the position to 142,544 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #5733.

LPL Financial first reported a position in CBUS in Q1 2024 and has held it in 10 quarters since. The position peaked at $255K in Q1 2024. 21 funds tracked by Wall St. Rank hold CBUS as of Q3 2026.

  • LPL Financial held 142,544 shares of Cibus worth $229K as of Q3 2026.
  • LPL Financial bought 113 Cibus shares in Q3 2026, an estimated $194.
  • Cibus made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5733 holding.
  • LPL Financial first reported a position in Cibus in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's Cibus position peaked at $255K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Cibus as of Q3 2026.

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