LPL Financial
TAYD icon

LPL Financial’s Taylor Devices TAYD Stock Holding History

LPL Financial’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Sell
6,820
-141
-2% -$7.63K ﹤0.01% 5223
2026
Q1 		$397K Buy
6,961
+1,422
+26% +$109K ﹤0.01% 4969
2025
Q4 		$324K Buy
5,539
+426
+8% +$20.7K ﹤0.01% 5087
2025
Q3 		$251K Buy
+5,113
New +$237K ﹤0.01% 5188
2024
Q4 		– Sell
-6,953
Closed -$347K – 5428
2024
Q3 		$347K Buy
+6,953
New +$359K ﹤0.01% 4306

Other funds holding TAYD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

LPL Financial's TAYD Position: Q2 2026 in Review

LPL Financial reduced its Taylor Devices (TAYD) stake by 2% in Q2 2026, selling an estimated $7.63K and leaving 6,820 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #5223.

LPL Financial first reported a position in TAYD in Q3 2024 and has held it in 5 quarters since. 67 funds tracked by Wall St. Rank hold TAYD as of Q2 2026.

  • LPL Financial held 6,820 shares of Taylor Devices worth $400K as of Q2 2026.
  • LPL Financial sold 141 Taylor Devices shares in Q2 2026, an estimated $7.63K.
  • Taylor Devices made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5223 holding.
  • LPL Financial first reported a position in Taylor Devices in Q3 2024 and has held it in 5 quarters since.
  • 67 funds tracked by Wall St. Rank held Taylor Devices as of Q2 2026.

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