LPL Financial’s Securitize Corp SECZ Stock Holding History

LPL Financial’s Portfolio SECZ Stock Details SECZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$908K	Buy	+62,239	New	+$521K	﹤0.01%	4600

Other funds holding SECZ

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Bullish George Town $257M AUM 28.48% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

LPL Financial's SECZ Position: Q3 2026 in Review

LPL Financial opened a new position in Securitize Corp (SECZ) in Q3 2026: 62,239 shares worth $908K. The stake represents ﹤0.01% of the portfolio and ranks #4600 among its holdings.

32 funds tracked by Wall St. Rank hold SECZ as of Q3 2026.

LPL Financial held 62,239 shares of Securitize Corp worth $908K as of Q3 2026.
Securitize Corp was a new LPL Financial position in Q3 2026.
Securitize Corp made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4600 holding.
32 funds tracked by Wall St. Rank held Securitize Corp as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.