LPL Financial’s Fortress Biotech FBIO Stock Holding History

LPL Financial’s Portfolio FBIO Stock Details FBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$84.6K	Buy	+39,513	New	+$113K	﹤0.01%	6050
2023 Q4	–	Sell	-2,467	Closed	-$10.7K	–	4829
2023 Q3	$10.7K	Buy	+2,467	New	+$16.9K	﹤0.01%	4644
2023 Q2	–	Sell	-1,333	Closed	-$16.4K	–	4616
2023 Q1	$16.4K	Buy	+1,333	New	+$15.9K	﹤0.01%	4427
2021 Q2	–	Sell	-2,428	Closed	-$129K	–	4248
2021 Q1	$129K	Sell	2,428 -309	-11%	-$17.4K	﹤0.01%	3875
2020 Q4	$130K	Sell	2,737 -7,418	-73%	-$321K	﹤0.01%	3639
2020 Q3	$615K	Buy	+10,155	New	+$517K	﹤0.01%	2307

Other funds holding FBIO

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

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

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

LPL Financial's FBIO Position: Q3 2026 in Review

LPL Financial opened a new position in Fortress Biotech (FBIO) in Q3 2026: 39,513 shares worth $84.6K. The stake represents ﹤0.01% of the portfolio and ranks #6050 among its holdings. This is a return to the name: LPL Financial previously reported a position in FBIO as recently as Q3 2023.

LPL Financial first reported a position in FBIO in Q3 2020 and has held it in 6 quarters since. The position peaked at $615K in Q3 2020. 18 funds tracked by Wall St. Rank hold FBIO as of Q3 2026.

LPL Financial held 39,513 shares of Fortress Biotech worth $84.6K as of Q3 2026.
Fortress Biotech was a new LPL Financial position in Q3 2026.
Fortress Biotech made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6050 holding.
LPL Financial first reported a position in Fortress Biotech in Q3 2020 and has held it in 6 quarters since.
LPL Financial's Fortress Biotech position peaked at $615K in Q3 2020.
18 funds tracked by Wall St. Rank held Fortress Biotech as of Q3 2026.

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