LPL Financial’s Defi Technologies DEFT Stock Holding History

LPL Financial’s Portfolio DEFT Stock Details DEFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.1K	Sell	107,246 -53,800	-33%	-$36.5K	﹤0.01%	6014
2026 Q1	$89K	Sell	161,046 -23,595	-13%	-$18K	﹤0.01%	5695
2025 Q4	$139K	Sell	184,641 -69,542	-27%	-$106K	﹤0.01%	5543
2025 Q3	$536K	Buy	254,183 +197,075	+345%	+$510K	﹤0.01%	4562
2025 Q2	$167K	Buy	+57,108	New	+$191K	﹤0.01%	5149

Other funds holding DEFT

WAM

Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial's DEFT Position: Q2 2026 in Review

LPL Financial reduced its Defi Technologies (DEFT) stake by 33% in Q2 2026, selling an estimated $36.5K and leaving 107,246 shares worth $55.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6014.

LPL Financial first reported a position in DEFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $536K in Q3 2025. 100 funds tracked by Wall St. Rank hold DEFT as of Q2 2026.

LPL Financial held 107,246 shares of Defi Technologies worth $55.1K as of Q2 2026.
LPL Financial sold 53,800 Defi Technologies shares in Q2 2026, an estimated $36.5K.
Defi Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6014 holding.
LPL Financial first reported a position in Defi Technologies in Q2 2025 and has held it in 5 quarters since.
LPL Financial's Defi Technologies position peaked at $536K in Q3 2025.
100 funds tracked by Wall St. Rank held Defi Technologies as of Q2 2026.

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