LPL Financial
TKO icon

LPL Financial’s TKO Group TKO Stock Holding History

LPL Financial’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13M Sell
72,192
-42,681
-37% -$8.04M ﹤0.01% 1967
2026
Q2 		$23.1M Buy
114,873
+2,998
+3% +$585K 0.01% 1481
2026
Q1 		$22.6M Buy
111,875
+13,167
+13% +$2.69M 0.01% 1384
2025
Q4 		$20.6M Buy
98,708
+15,857
+19% +$3.08M 0.01% 1388
2025
Q3 		$16.7M Buy
82,851
+26,867
+48% +$4.91M ﹤0.01% 1476
2025
Q2 		$10.2M Buy
55,984
+11,857
+27% +$1.9M ﹤0.01% 1697
2025
Q1 		$6.74M Buy
44,127
+6,609
+18% +$1.01M ﹤0.01% 1901
2024
Q4 		$5.33M Buy
37,518
+3,426
+10% +$447K ﹤0.01% 2034
2024
Q3 		$4.22M Buy
34,092
+8,402
+33% +$961K ﹤0.01% 2130
2024
Q2 		$2.77M Buy
25,690
+3,446
+15% +$350K ﹤0.01% 2327
2024
Q1 		$1.92M Buy
22,244
+4,667
+27% +$388K ﹤0.01% 2566
2023
Q4 		$1.43M Buy
17,577
+3,887
+28% +$309K ﹤0.01% 2715
2023
Q3 		$1.15M Buy
+13,690
New +$1.27M ﹤0.01% 2779

Other funds holding TKO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Lindsell Train
Lindsell Train London, United Kingdom $2.36B AUM 0.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial's TKO Position: Q3 2026 in Review

LPL Financial reduced its TKO Group (TKO) stake by 37% in Q3 2026, selling an estimated $8.04M and leaving 72,192 shares worth $13M. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

LPL Financial first reported a position in TKO in Q3 2023 and has held it in 13 quarters since. The position peaked at $23.1M in Q2 2026. 491 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

  • LPL Financial held 72,192 shares of TKO Group worth $13M as of Q3 2026.
  • LPL Financial sold 42,681 TKO Group shares in Q3 2026, an estimated $8.04M.
  • TKO Group made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1967 holding.
  • LPL Financial first reported a position in TKO Group in Q3 2023 and has held it in 13 quarters since.
  • LPL Financial's TKO Group position peaked at $23.1M in Q2 2026.
  • 491 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

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