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 Q3	$50.2K	Sell	101,471 -5,775	-5%	-$2.95K	﹤0.01%	6119
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13B AUM 35.88% 1-Year Est. Return

Western Wealth Management Golden, Colorado $3.07B AUM 19% 1-Year Est. Return

Wiregrass Investment Management Thomasville, Georgia $144M AUM 19.4% 1-Year Est. Return

Visionary Wealth Advisors O'fallon, Illinois $2.55B AUM 17.5% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LPL Financial's DEFT Position: Q3 2026 in Review

LPL Financial reduced its Defi Technologies (DEFT) stake by 5.4% in Q3 2026, selling an estimated $2.95K and leaving 101,471 shares worth $50.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6119.

LPL Financial first reported a position in DEFT in Q2 2025 and has held it in 6 quarters since. The position peaked at $536K in Q3 2025. 39 funds tracked by Wall St. Rank hold DEFT as of Q3 2026.

LPL Financial held 101,471 shares of Defi Technologies worth $50.2K as of Q3 2026.
LPL Financial sold 5,775 Defi Technologies shares in Q3 2026, an estimated $2.95K.
Defi Technologies made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6119 holding.
LPL Financial first reported a position in Defi Technologies in Q2 2025 and has held it in 6 quarters since.
LPL Financial's Defi Technologies position peaked at $536K in Q3 2025.
39 funds tracked by Wall St. Rank held Defi Technologies as of Q3 2026.

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