LPL Financial
POET icon

LPL Financial’s POET Technologies POET Stock Holding History

LPL Financial’s Portfolio POET Stock Details POET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.15M Sell
306,169
-8,855
-3% -$96.4K ﹤0.01% 3260
2026
Q1 		$1.87M Buy
315,024
+25,723
+9% +$167K ﹤0.01% 3577
2025
Q4 		$1.83M Sell
289,301
-2,496
-0.9% -$15.8K ﹤0.01% 3499
2025
Q3 		$1.62M Buy
291,797
+281,175
+2,647% +$1.59M ﹤0.01% 3512
2025
Q2 		$55.3K Buy
+10,622
New +$44.7K ﹤0.01% 5357

Other funds holding POET

CCM
CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EC
Elequin Capital New York $3.36B AUM 11.23% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

LPL Financial's POET Position: Q2 2026 in Review

LPL Financial reduced its POET Technologies (POET) stake by 2.8% in Q2 2026, selling an estimated $96.4K and leaving 306,169 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

LPL Financial first reported a position in POET in Q2 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold POET as of Q2 2026.

  • LPL Financial held 306,169 shares of POET Technologies worth $3.15M as of Q2 2026.
  • LPL Financial sold 8,855 POET Technologies shares in Q2 2026, an estimated $96.4K.
  • POET Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3260 holding.
  • LPL Financial first reported a position in POET Technologies in Q2 2025 and has held it in 5 quarters since.
  • 154 funds tracked by Wall St. Rank held POET Technologies as of Q2 2026.

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