LPL Financial
VIK icon

LPL Financial’s Viking Holdings VIK Stock Holding History

LPL Financial’s Portfolio VIK Stock Details VIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4M Buy
222,884
+27,733
+14% +$2.03M ﹤0.01% 1604
2025
Q4 		$13.9M Buy
195,151
+109,500
+128% +$6.99M ﹤0.01% 1662
2025
Q3 		$5.32M Buy
85,651
+18,982
+28% +$1.13M ﹤0.01% 2407
2025
Q2 		$3.55M Buy
66,669
+15,930
+31% +$703K ﹤0.01% 2590
2025
Q1 		$2.02M Buy
50,739
+6,841
+16% +$315K ﹤0.01% 2944
2024
Q4 		$1.93M Buy
43,898
+8,456
+24% +$359K ﹤0.01% 2892
2024
Q3 		$1.24M Buy
35,442
+1,778
+5% +$60.8K ﹤0.01% 3189
2024
Q2 		$1.14M Buy
+33,664
New +$1.02M ﹤0.01% 3127

Other funds holding VIK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return