LPL Financial’s FG Nexus Inc FGNX Stock Holding History

LPL Financial’s Portfolio FGNX Stock Details FGNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,251	Closed	-$31K	–	6044
2025 Q4	$31K	Buy	+2,251	New	+$39.5K	﹤0.01%	5763

Other funds holding FGNX

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return

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

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

CCC

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

LPL Financial's FGNX Position: Q1 2026 in Review

LPL Financial sold out of FG Nexus Inc (FGNX) in Q1 2026, closing a stake of 2,251 shares — an estimated $31K sold.

LPL Financial first reported a position in FGNX in Q4 2025 and held it in 1 quarter. The position peaked at $31K in Q4 2025. 33 funds tracked by Wall St. Rank hold FGNX as of Q1 2026.

LPL Financial reported no remaining FG Nexus Inc position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 2,251 FG Nexus Inc shares in Q1 2026, an estimated $31K.
LPL Financial first reported a position in FG Nexus Inc in Q4 2025 and held it in 1 quarter.
LPL Financial's FG Nexus Inc position peaked at $31K in Q4 2025.
33 funds tracked by Wall St. Rank held FG Nexus Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.