LPL Financial
KOS icon

LPL Financial’s Kosmos Energy KOS Stock Holding History

LPL Financial’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.38M Sell
935,610
-441,813
-32% -$1.15M ﹤0.01% 3605
2026
Q2 		$2.91M Sell
1,377,423
-26,936
-2% -$75K ﹤0.01% 3328
2026
Q1 		$3.9M Buy
+1,404,359
New +$2.64M ﹤0.01% 2857
2025
Q4 		– Sell
-11,870
Closed -$19.7K – 5978
2025
Q3 		$19.7K Buy
11,870
+191
+2% +$357 ﹤0.01% 5743
2025
Q2 		$20.1K Sell
11,679
-419
-3% -$759 ﹤0.01% 5473
2025
Q1 		$27.6K Sell
12,098
-34,066
-74% -$101K ﹤0.01% 5220
2024
Q4 		$158K Sell
46,164
-35,721
-44% -$136K ﹤0.01% 4884
2024
Q3 		$330K Sell
81,885
-8,026
-9% -$39.1K ﹤0.01% 4349
2024
Q2 		$498K Sell
89,911
-9,578
-10% -$55.9K ﹤0.01% 3876
2024
Q1 		$593K Sell
99,489
-428
-0.4% -$2.57K ﹤0.01% 3634
2023
Q4 		$670K Sell
99,917
-4,089
-4% -$28.6K ﹤0.01% 3415
2023
Q3 		$851K Sell
104,006
-80,954
-44% -$574K ﹤0.01% 3038
2023
Q2 		$1.11M Buy
184,960
+9,403
+5% +$61.2K ﹤0.01% 2757
2023
Q1 		$1.31M Sell
175,557
-14,766
-8% -$108K ﹤0.01% 2529
2022
Q4 		$1.21M Sell
190,323
-16,992
-8% -$106K ﹤0.01% 2498
2022
Q3 		$1.07M Buy
207,315
+116,079
+127% +$703K ﹤0.01% 2488
2022
Q2 		$565K Buy
+91,236
New +$658K ﹤0.01% 3099

Other funds holding KOS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

LPL Financial's KOS Position: Q3 2026 in Review

LPL Financial reduced its Kosmos Energy (KOS) stake by 32% in Q3 2026, selling an estimated $1.15M and leaving 935,610 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3605.

LPL Financial first reported a position in KOS in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.9M in Q1 2026. 88 funds tracked by Wall St. Rank hold KOS as of Q3 2026.

  • LPL Financial held 935,610 shares of Kosmos Energy worth $2.38M as of Q3 2026.
  • LPL Financial sold 441,813 Kosmos Energy shares in Q3 2026, an estimated $1.15M.
  • Kosmos Energy made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3605 holding.
  • LPL Financial first reported a position in Kosmos Energy in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's Kosmos Energy position peaked at $3.9M in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Kosmos Energy as of Q3 2026.

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