LPL Financial
TMS icon

LPL Financial’s Teamshares Inc TMS Stock Holding History

LPL Financial’s Portfolio TMS Stock Details TMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$123K Buy
+16,913
New +$120K ﹤0.01% 5975

Other funds holding TMS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Round Rock Advisors
Round Rock Advisors Wilton, Connecticut $732M AUM 27.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cannell & Spears
Cannell & Spears New York $5.5B AUM 28.72% 1-Year Est. Return
Notable Capital Management
Notable Capital Management Menlo Park, California $49.5M AUM 24.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aster Capital Management
Aster Capital Management Dubai, United Arab Emirates $275M AUM 18.46% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return

LPL Financial's TMS Position: Q3 2026 in Review

LPL Financial opened a new position in Teamshares Inc (TMS) in Q3 2026: 16,913 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #5975 among its holdings.

12 funds tracked by Wall St. Rank hold TMS as of Q3 2026.

  • LPL Financial held 16,913 shares of Teamshares Inc worth $123K as of Q3 2026.
  • Teamshares Inc was a new LPL Financial position in Q3 2026.
  • Teamshares Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5975 holding.
  • 12 funds tracked by Wall St. Rank held Teamshares Inc as of Q3 2026.

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