LPL Financial
PDEX icon

LPL Financial’s Pro-Dex PDEX Stock Holding History

LPL Financial’s Portfolio PDEX Stock Details PDEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$837K Buy
14,297
+1,237
+9% +$71.9K ﹤0.01% 4565
2026
Q1 		$642K Buy
13,060
+7,140
+121% +$307K ﹤0.01% 4548
2025
Q4 		$228K Buy
+5,920
New +$205K ﹤0.01% 5368

Other funds holding PDEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial's PDEX Position: Q2 2026 in Review

LPL Financial increased its Pro-Dex (PDEX) stake by 9.5% in Q2 2026, buying an estimated $71.9K and bringing the position to 14,297 shares worth $837K. The position accounts for ﹤0.01% of the portfolio, ranked #4565.

LPL Financial first reported a position in PDEX in Q4 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold PDEX as of Q2 2026.

  • LPL Financial held 14,297 shares of Pro-Dex worth $837K as of Q2 2026.
  • LPL Financial bought 1,237 Pro-Dex shares in Q2 2026, an estimated $71.9K.
  • Pro-Dex made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4565 holding.
  • LPL Financial first reported a position in Pro-Dex in Q4 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held Pro-Dex as of Q2 2026.

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