LPL Financial
PDFS icon

LPL Financial’s PDF Solutions PDFS Stock Holding History

LPL Financial’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.55M Buy
64,210
+1,680
+3% +$83.3K ﹤0.01% 2897
2026
Q1 		$2.05M Buy
62,530
+52,131
+501% +$1.7M ﹤0.01% 3493
2025
Q4 		$297K Buy
10,399
+734
+8% +$20.3K ﹤0.01% 5154
2025
Q3 		$250K Buy
+9,665
New +$211K ﹤0.01% 5191
2025
Q1 		– Sell
-10,101
Closed -$274K – 5473
2024
Q4 		$274K Buy
10,101
+1,175
+13% +$35.4K ﹤0.01% 4609
2024
Q3 		$283K Buy
8,926
+1,005
+13% +$32.6K ﹤0.01% 4485
2024
Q2 		$288K Buy
7,921
+218
+3% +$7.29K ﹤0.01% 4297
2024
Q1 		$259K Buy
+7,703
New +$253K ﹤0.01% 4318

Other funds holding PDFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

LPL Financial's PDFS Position: Q2 2026 in Review

LPL Financial increased its PDF Solutions (PDFS) stake by 2.7% in Q2 2026, buying an estimated $83.3K and bringing the position to 64,210 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #2897.

LPL Financial first reported a position in PDFS in Q1 2024 and has held it in 8 quarters since. 283 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • LPL Financial held 64,210 shares of PDF Solutions worth $4.55M as of Q2 2026.
  • LPL Financial bought 1,680 PDF Solutions shares in Q2 2026, an estimated $83.3K.
  • PDF Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2897 holding.
  • LPL Financial first reported a position in PDF Solutions in Q1 2024 and has held it in 8 quarters since.
  • 283 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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