LPL Financial

LPL Financial’s Similarweb SMWB Stock Holding History

LPL Financial’s Portfolio SMWB Stock Details SMWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,591	Closed	-$170K	–	5672
2025 Q1	$170K	Buy	+20,591	New	+$254K	﹤0.01%	4910

Other funds holding SMWB

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Scalar Gauge Management Dallas, Texas $104M AUM 74.68% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPL Financial's SMWB Position: Q2 2025 in Review

LPL Financial sold out of Similarweb (SMWB) in Q2 2025, closing a stake of 20,591 shares — an estimated $170K sold.

LPL Financial first reported a position in SMWB in Q1 2025 and held it in 1 quarter. The position peaked at $170K in Q1 2025. 110 funds tracked by Wall St. Rank hold SMWB as of Q2 2025.

LPL Financial reported no remaining Similarweb position as of Q2 2025 after selling out during the quarter.
LPL Financial sold 20,591 Similarweb shares in Q2 2025, an estimated $170K.
LPL Financial first reported a position in Similarweb in Q1 2025 and held it in 1 quarter.
LPL Financial's Similarweb position peaked at $170K in Q1 2025.
110 funds tracked by Wall St. Rank held Similarweb as of Q2 2025.

Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.