LPL Financial’s Dominari Holdings DOMH Stock Holding History

LPL Financial’s Portfolio DOMH Stock Details DOMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22,686	Closed	-$123K	–	5855
2025 Q2	$123K	Buy	+22,686	New	+$110K	﹤0.01%	5223

Other funds holding DOMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

LPL Financial's DOMH Position: Q3 2025 in Review

LPL Financial sold out of Dominari Holdings (DOMH) in Q3 2025, closing a stake of 22,686 shares — an estimated $123K sold.

LPL Financial first reported a position in DOMH in Q2 2025 and held it in 1 quarter. The position peaked at $123K in Q2 2025. 31 funds tracked by Wall St. Rank hold DOMH as of Q3 2025.

LPL Financial reported no remaining Dominari Holdings position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 22,686 Dominari Holdings shares in Q3 2025, an estimated $123K.
LPL Financial first reported a position in Dominari Holdings in Q2 2025 and held it in 1 quarter.
LPL Financial's Dominari Holdings position peaked at $123K in Q2 2025.
31 funds tracked by Wall St. Rank held Dominari Holdings as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.