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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BGI
B Group Inc Dallas, Texas $135M AUM 80% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return

LPL Financial's PALI Position: Q1 2026 in Review

LPL Financial increased its Palisade Bio (PALI) stake by 627% in Q1 2026, buying an estimated $173K and bringing the position to 110,154 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #5511.

LPL Financial first reported a position in PALI in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold PALI as of Q1 2026.

  • LPL Financial held 110,154 shares of Palisade Bio worth $193K as of Q1 2026.
  • LPL Financial bought 95,000 Palisade Bio shares in Q1 2026, an estimated $173K.
  • Palisade Bio made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5511 holding.
  • LPL Financial first reported a position in Palisade Bio in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Palisade Bio as of Q1 2026.

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