LPL Financial
FLNA icon

LPL Financial’s Filana Therapeutics FLNA Stock Holding History

LPL Financial’s Portfolio FLNA Stock Details FLNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.1K Sell
39,643
-529
-1% -$499 ﹤0.01% 6160
2026
Q2 		$47.8K Sell
40,172
-821
-2% -$1.17K ﹤0.01% 6033
2026
Q1 		$69.3K Sell
40,993
-2,434
-6% -$5.01K ﹤0.01% 5736
2025
Q4 		$86K Buy
43,427
+1,310
+3% +$4.19K ﹤0.01% 5636
2025
Q3 		$123K Buy
42,117
+23,747
+129% +$54.6K ﹤0.01% 5467
2025
Q2 		$33.2K Sell
18,370
-33,983
-65% -$60.5K ﹤0.01% 5417
2025
Q1 		$78.5K Buy
52,353
+5,525
+12% +$13.9K ﹤0.01% 5088
2024
Q4 		$111K Sell
46,828
-32,601
-41% -$573K ﹤0.01% 4972
2024
Q3 		$2.34M Buy
79,429
+17,321
+28% +$399K ﹤0.01% 2575
2024
Q2 		$767K Buy
62,108
+4,397
+8% +$92.7K ﹤0.01% 3497
2024
Q1 		$1.17M Buy
57,711
+1,689
+3% +$38.9K ﹤0.01% 3035
2023
Q4 		$1.26M Buy
56,022
+10,825
+24% +$229K ﹤0.01% 2847
2023
Q3 		$752K Buy
45,197
+623
+1% +$12.3K ﹤0.01% 3150
2023
Q2 		$1.09M Sell
44,574
-7,438
-14% -$179K ﹤0.01% 2770
2023
Q1 		$1.25M Buy
52,012
+9,716
+23% +$269K ﹤0.01% 2565
2022
Q4 		$1.25M Buy
42,296
+2,300
+6% +$82.7K ﹤0.01% 2467
2022
Q3 		$1.67M Sell
39,996
-4,021
-9% -$109K ﹤0.01% 2116
2022
Q2 		$1.24M Buy
44,017
+6,984
+19% +$176K ﹤0.01% 2411
2022
Q1 		$1.38M Sell
37,033
-1,682
-4% -$71.3K ﹤0.01% 2346
2021
Q4 		$1.69M Buy
38,715
+18,488
+91% +$970K ﹤0.01% 2215
2021
Q3 		$1.26M Buy
+20,227
New +$1.69M ﹤0.01% 2440

Other funds holding FLNA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Activest Wealth Management
Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
SEP
Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

LPL Financial's FLNA Position: Q3 2026 in Review

LPL Financial reduced its Filana Therapeutics (FLNA) stake by 1.3% in Q3 2026, selling an estimated $499 and leaving 39,643 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6160.

LPL Financial first reported a position in FLNA in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.34M in Q3 2024. 24 funds tracked by Wall St. Rank hold FLNA as of Q3 2026.

  • LPL Financial held 39,643 shares of Filana Therapeutics worth $35.1K as of Q3 2026.
  • LPL Financial sold 529 Filana Therapeutics shares in Q3 2026, an estimated $499.
  • Filana Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6160 holding.
  • LPL Financial first reported a position in Filana Therapeutics in Q3 2021 and has held it in 21 quarters since.
  • LPL Financial's Filana Therapeutics position peaked at $2.34M in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Filana Therapeutics as of Q3 2026.

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