LPL Financial
OPHC icon

LPL Financial’s OptimumBank Holdings OPHC Stock Holding History

LPL Financial’s Portfolio OPHC Stock Details OPHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$314K Buy
+61,597
New +$309K ﹤0.01% 5163

Other funds holding OPHC

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's OPHC Position: Q1 2026 in Review

LPL Financial opened a new position in OptimumBank Holdings (OPHC) in Q1 2026: 61,597 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #5163 among its holdings.

18 funds tracked by Wall St. Rank hold OPHC as of Q1 2026.

  • LPL Financial held 61,597 shares of OptimumBank Holdings worth $314K as of Q1 2026.
  • OptimumBank Holdings was a new LPL Financial position in Q1 2026.
  • OptimumBank Holdings made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5163 holding.
  • 18 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q1 2026.

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