LPL Financial

LPL Financial’s Postal Realty Trust PSTL Stock Holding History

LPL Financial’s Portfolio PSTL Stock Details PSTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	61,602 +1,462	+2%	+$27.1K	﹤0.01%	4066
2025 Q4	$971K	Buy	60,140 +6,861	+13%	+$105K	﹤0.01%	4102
2025 Q3	$836K	Buy	53,279 +11,584	+28%	+$175K	﹤0.01%	4167
2025 Q2	$614K	Buy	41,695 +1,550	+4%	+$21.3K	﹤0.01%	4206
2025 Q1	$573K	Buy	40,145 +16,511	+70%	+$222K	﹤0.01%	4039
2024 Q4	$308K	Sell	23,634 -2,867	-11%	-$40.2K	﹤0.01%	4506
2024 Q3	$388K	Buy	26,501 +67	+0.3%	+$961	﹤0.01%	4222
2024 Q2	$352K	Buy	26,434 +325	+1%	+$4.41K	﹤0.01%	4140
2024 Q1	$374K	Buy	26,109 +4,404	+20%	+$62.4K	﹤0.01%	4026
2023 Q4	$316K	Buy	21,705 +10,905	+101%	+$152K	﹤0.01%	4048
2023 Q3	$146K	Buy	+10,800	New	+$157K	﹤0.01%	4335
2022 Q1	–	Sell	-12,030	Closed	-$238K	–	4351
2021 Q4	$238K	Buy	12,030 +415	+4%	+$7.73K	﹤0.01%	3867
2021 Q3	$217K	Buy	+11,615	New	+$223K	﹤0.01%	3910

Other funds holding PSTL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return