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 Q2	–	Sell	-61,597	Closed	-$314K	–	6316
2026 Q1	$314K	Buy	+61,597	New	+$309K	﹤0.01%	5163

Other funds holding OPHC

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBAM

Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

S2L

Sparta 24 Ltd Tirat Hacarmel, Israel $109M AUM 16.57% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

LPL Financial's OPHC Position: Q2 2026 in Review

LPL Financial sold out of OptimumBank Holdings (OPHC) in Q2 2026, closing a stake of 61,597 shares — an estimated $314K sold.

LPL Financial first reported a position in OPHC in Q1 2026 and held it in 1 quarter. The position peaked at $314K in Q1 2026. 24 funds tracked by Wall St. Rank hold OPHC as of Q2 2026.

LPL Financial reported no remaining OptimumBank Holdings position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 61,597 OptimumBank Holdings shares in Q2 2026, an estimated $314K.
LPL Financial first reported a position in OptimumBank Holdings in Q1 2026 and held it in 1 quarter.
LPL Financial's OptimumBank Holdings position peaked at $314K in Q1 2026.
24 funds tracked by Wall St. Rank held OptimumBank Holdings as of Q2 2026.

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