LPL Financial
PALI icon

LPL Financial’s Palisade Bio PALI Stock Holding History

LPL Financial’s Portfolio PALI Stock Details PALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$297K Buy
142,154
+32,000
+29% +$63K ﹤0.01% 5467
2026
Q1 		$193K Buy
110,154
+95,000
+627% +$173K ﹤0.01% 5511
2025
Q4 		$35.6K Buy
+15,154
New +$29.1K ﹤0.01% 5740
2016
Q3 		– Hold
0
– -$27K – 2713
2016
Q2 		– Hold
0
– – – 2580
2016
Q1 		– Hold
0
– – – 2882
2015
Q4 		– Hold
0
– – – 2767
2015
Q3 		– Hold
0
– – – 2574
2015
Q2 		– Hold
0
– – – 2425
2015
Q1 		– Hold
0
– – – 2397
2014
Q4 		– Hold
0
– – – 2027
2014
Q3 		– Hold
0
– – – 1964
2014
Q2 		– Hold
0
– – – 1776
2014
Q1 		– Hold
0
– – – 2130
2013
Q4 		– Hold
0
– – – 2604
2013
Q3 		– Hold
0
– – – 2491
2013
Q2 		– Hold
0
– – – 2394

Other funds holding PALI

SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
BGI
B Group Inc Dallas, Texas $213M AUM 96.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LPL Financial's PALI Position: Q2 2026 in Review

LPL Financial increased its Palisade Bio (PALI) stake by 29% in Q2 2026, buying an estimated $63K and bringing the position to 142,154 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #5467.

LPL Financial first reported a position in PALI in Q4 2025 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold PALI as of Q2 2026.

  • LPL Financial held 142,154 shares of Palisade Bio worth $297K as of Q2 2026.
  • LPL Financial bought 32,000 Palisade Bio shares in Q2 2026, an estimated $63K.
  • Palisade Bio made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5467 holding.
  • LPL Financial first reported a position in Palisade Bio in Q4 2025 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Palisade Bio as of Q2 2026.

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