LPL Financial
RZLV

LPL Financial’s Rezolve AI RZLV Stock Holding History

LPL Financial’s Portfolio RZLV Stock Details RZLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.95M Buy
620,414
+104,562
+20% +$275K ﹤0.01% 3766
2026
Q1 		$1.32M Buy
515,852
+481,296
+1,393% +$1.36M ﹤0.01% 3904
2025
Q4 		$88.8K Sell
34,556
-3,004
-8% -$11.3K ﹤0.01% 5629
2025
Q3 		$187K Buy
37,560
+24,060
+178% +$94.7K ﹤0.01% 5369
2025
Q2 		$41.5K Buy
+13,500
New +$26.6K ﹤0.01% 5384

Other funds holding RZLV

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $9.54B AUM 55.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial's RZLV Position: Q2 2026 in Review

LPL Financial increased its Rezolve AI (RZLV) stake by 20% in Q2 2026, buying an estimated $275K and bringing the position to 620,414 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

LPL Financial first reported a position in RZLV in Q2 2025 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold RZLV as of Q2 2026.

  • LPL Financial held 620,414 shares of Rezolve AI worth $1.95M as of Q2 2026.
  • LPL Financial bought 104,562 Rezolve AI shares in Q2 2026, an estimated $275K.
  • Rezolve AI made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3766 holding.
  • LPL Financial first reported a position in Rezolve AI in Q2 2025 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Rezolve AI as of Q2 2026.

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