LPL Financial
OR icon

LPL Financial’s OR Royalties Inc OR Stock Holding History

LPL Financial’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
36,258
+1,552
+4% +$57.3K ﹤0.01% 4311
2026
Q1 		$1.32M Buy
34,706
+3,311
+11% +$136K ﹤0.01% 3906
2025
Q4 		$1.11M Buy
31,395
+4,633
+17% +$162K ﹤0.01% 3963
2025
Q3 		$1.07M Buy
26,762
+743
+3% +$23.2K ﹤0.01% 3931
2025
Q2 		$669K Sell
26,019
-1,282
-5% -$30.9K ﹤0.01% 4122
2025
Q1 		$577K Sell
27,301
-6,297
-19% -$121K ﹤0.01% 4032
2024
Q4 		$608K Sell
33,598
-5,436
-14% -$106K ﹤0.01% 3923
2024
Q3 		$723K Sell
39,034
-6,132
-14% -$106K ﹤0.01% 3696
2024
Q2 		$704K Sell
45,166
-15,776
-26% -$256K ﹤0.01% 3566
2024
Q1 		$1M Buy
60,942
+1,045
+2% +$15.4K ﹤0.01% 3181
2023
Q4 		$855K Sell
59,897
-2,276
-4% -$29.8K ﹤0.01% 3177
2023
Q3 		$731K Sell
62,173
-8,103
-12% -$111K ﹤0.01% 3177
2023
Q2 		$1.08M Buy
+70,276
New +$1.14M ﹤0.01% 2779

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial's OR Position: Q2 2026 in Review

LPL Financial increased its OR Royalties Inc (OR) stake by 4.5% in Q2 2026, buying an estimated $57.3K and bringing the position to 36,258 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #4311.

LPL Financial first reported a position in OR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q1 2026. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • LPL Financial held 36,258 shares of OR Royalties Inc worth $1.15M as of Q2 2026.
  • LPL Financial bought 1,552 OR Royalties Inc shares in Q2 2026, an estimated $57.3K.
  • OR Royalties Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4311 holding.
  • LPL Financial first reported a position in OR Royalties Inc in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's OR Royalties Inc position peaked at $1.32M in Q1 2026.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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