LPL Financial
XPER icon

LPL Financial’s Xperi XPER Stock Holding History

LPL Financial’s Portfolio XPER Stock Details XPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,750
Closed -$155K – 6373
2026
Q1 		$155K Sell
27,750
-16,100
-37% -$93.2K ﹤0.01% 5578
2025
Q4 		$257K Buy
43,850
+1,102
+3% +$6.91K ﹤0.01% 5266
2025
Q3 		$277K Buy
+42,748
New +$282K ﹤0.01% 5109
2025
Q2 		– Sell
-13,686
Closed -$106K – 5704
2025
Q1 		$106K Buy
13,686
+2,467
+22% +$21.6K ﹤0.01% 5029
2024
Q4 		$115K Buy
+11,219
New +$105K ﹤0.01% 4958

Other funds holding XPER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial's XPER Position: Q2 2026 in Review

LPL Financial sold out of Xperi (XPER) in Q2 2026, closing a stake of 27,750 shares — an estimated $155K sold.

LPL Financial first reported a position in XPER in Q4 2024 and held it in 5 quarters. The position peaked at $277K in Q3 2025. 50 funds tracked by Wall St. Rank hold XPER as of Q2 2026.

  • LPL Financial reported no remaining Xperi position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 27,750 Xperi shares in Q2 2026, an estimated $155K.
  • LPL Financial first reported a position in Xperi in Q4 2024 and held it in 5 quarters.
  • LPL Financial's Xperi position peaked at $277K in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Xperi as of Q2 2026.

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