LPL Financial
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LPL Financial’s Performance Shipping PSHG Stock Holding History

LPL Financial’s Portfolio PSHG Stock Details PSHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$18.9K – 6025
2025
Q3 		$18.9K Sell
10,000
-800
-7% -$1.48K ﹤0.01% 5744
2025
Q2 		$18.9K Hold
10,800
– – ﹤0.01% 5478
2025
Q1 		$17.3K Sell
10,800
-200
-2% -$331 ﹤0.01% 5273
2024
Q4 		$20.5K Hold
11,000
– – ﹤0.01% 5197
2024
Q3 		$20.7K Sell
11,000
-2,800
-20% -$5.6K ﹤0.01% 5082
2024
Q2 		$29.8K Sell
13,800
-3,200
-19% -$6.92K ﹤0.01% 4900
2024
Q1 		$32.1K Buy
17,000
+1,500
+10% +$2.92K ﹤0.01% 4805
2023
Q4 		$35.2K Sell
15,500
-35,500
-70% -$72.2K ﹤0.01% 4692
2023
Q3 		$100K Buy
51,000
+3,000
+6% +$4.31K ﹤0.01% 4413
2023
Q2 		$37.9K Buy
+48,000
New +$37.9K ﹤0.01% 4457
2016
Q2 		– Hold
0
– -$8K – 2901
2016
Q1 		– Hold
0
– – – 3084
2015
Q4 		– Hold
0
– – – 3135

Other funds holding PSHG

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's PSHG Position: Q4 2025 in Review

LPL Financial sold out of Performance Shipping (PSHG) in Q4 2025, closing a stake of 10,000 shares — an estimated $18.9K sold.

LPL Financial first reported a position in PSHG in Q2 2023 and held it in 10 quarters. The position peaked at $100K in Q3 2023. 10 funds tracked by Wall St. Rank hold PSHG as of Q4 2025.

  • LPL Financial reported no remaining Performance Shipping position as of Q4 2025 after selling out during the quarter.
  • LPL Financial sold 10,000 Performance Shipping shares in Q4 2025, an estimated $18.9K.
  • LPL Financial first reported a position in Performance Shipping in Q2 2023 and held it in 10 quarters.
  • LPL Financial's Performance Shipping position peaked at $100K in Q3 2023.
  • 10 funds tracked by Wall St. Rank held Performance Shipping as of Q4 2025.

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