LPL Financial
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LPL Financial’s Lifeway Foods LWAY Stock Holding History

LPL Financial’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
+36,993
New +$941K ﹤0.01% 4347

Other funds holding LWAY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LPL Financial's LWAY Position: Q2 2026 in Review

LPL Financial opened a new position in Lifeway Foods (LWAY) in Q2 2026: 36,993 shares worth $1.1M. The stake represents ﹤0.01% of the portfolio and ranks #4347 among its holdings.

29 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • LPL Financial held 36,993 shares of Lifeway Foods worth $1.1M as of Q2 2026.
  • Lifeway Foods was a new LPL Financial position in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4347 holding.
  • 29 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.