LPL Financial
OABI icon

LPL Financial’s OmniAb OABI Stock Holding History

LPL Financial’s Portfolio OABI Stock Details OABI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.8K Buy
36,164
+16,810
+87% +$30.3K ﹤0.01% 5765
2025
Q4 		$35.8K Buy
19,354
+554
+3% +$963 ﹤0.01% 5738
2025
Q3 		$30.1K Sell
18,800
-891
-5% -$1.63K ﹤0.01% 5699
2025
Q2 		$34.3K Sell
19,691
-328
-2% -$549 ﹤0.01% 5412
2025
Q1 		$48K Buy
20,019
+461
+2% +$1.51K ﹤0.01% 5157
2024
Q4 		$69.2K Sell
19,558
-6
-0% -$24 ﹤0.01% 5065
2024
Q3 		$82.8K Sell
19,564
-118
-0.6% -$510 ﹤0.01% 4930
2024
Q2 		$73.8K Sell
19,682
-1,018
-5% -$4.64K ﹤0.01% 4789
2024
Q1 		$112K Buy
20,700
+2,308
+13% +$13.3K ﹤0.01% 4658
2023
Q4 		$113K Sell
18,392
-210
-1% -$1.03K ﹤0.01% 4527
2023
Q3 		$96.5K Sell
18,602
-5,024
-21% -$26.8K ﹤0.01% 4428
2023
Q2 		$119K Sell
23,626
-7,036
-23% -$28.5K ﹤0.01% 4293
2023
Q1 		$113K Sell
30,662
-16,937
-36% -$63.9K ﹤0.01% 4181
2022
Q4 		$171K Buy
+47,599
New +$250K ﹤0.01% 4029

Other funds holding OABI

WCM
Whitefort Capital Management New York $329M AUM 52.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TL
TowerView LLC New York $155M AUM 30.14% 1-Year Est. Return