LPL Financial
PHUN icon

LPL Financial’s Phunware PHUN Stock Holding History

LPL Financial’s Portfolio PHUN Stock Details PHUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,274
Closed -$28.3K – 6020
2025
Q3 		$28.3K Buy
+10,274
New +$29.6K ﹤0.01% 5703

Other funds holding PHUN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's PHUN Position: Q4 2025 in Review

LPL Financial sold out of Phunware (PHUN) in Q4 2025, closing a stake of 10,274 shares — an estimated $28.3K sold.

LPL Financial first reported a position in PHUN in Q3 2025 and held it in 1 quarter. The position peaked at $28.3K in Q3 2025. 37 funds tracked by Wall St. Rank hold PHUN as of Q4 2025.

  • LPL Financial reported no remaining Phunware position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,274 Phunware shares in Q4 2025, an estimated $28.3K.
  • LPL Financial first reported a position in Phunware in Q3 2025 and held it in 1 quarter.
  • LPL Financial's Phunware position peaked at $28.3K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Phunware as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.