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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

LPL Financial's TAYD Position: Q1 2026 in Review

LPL Financial increased its Taylor Devices (TAYD) stake by 26% in Q1 2026, buying an estimated $109K and bringing the position to 6,961 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #4969.

LPL Financial first reported a position in TAYD in Q3 2024 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold TAYD as of Q1 2026.

  • LPL Financial held 6,961 shares of Taylor Devices worth $397K as of Q1 2026.
  • LPL Financial bought 1,422 Taylor Devices shares in Q1 2026, an estimated $109K.
  • Taylor Devices made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4969 holding.
  • LPL Financial first reported a position in Taylor Devices in Q3 2024 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Taylor Devices as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.