LPL Financial
ZENA

LPL Financial’s ZenaTech Inc ZENA Stock Holding History

LPL Financial’s Portfolio ZENA Stock Details ZENA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.2K Buy
22,364
+10,071
+82% +$30.5K ﹤0.01% 5782
2025
Q4 		$39.3K Sell
12,293
-3,195
-21% -$13.3K ﹤0.01% 5730
2025
Q3 		$74.3K Buy
15,488
+5,322
+52% +$26.5K ﹤0.01% 5571
2025
Q2 		$37.3K Buy
+10,166
New +$29.3K ﹤0.01% 5401

Other funds holding ZENA

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $23.4B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $541M AUM 1,009.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WE
Wealth Effects Boston, Massachusetts $282M AUM 62.81% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

LPL Financial's ZENA Position: Q1 2026 in Review

LPL Financial increased its ZenaTech Inc (ZENA) stake by 82% in Q1 2026, buying an estimated $30.5K and bringing the position to 22,364 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5782.

LPL Financial first reported a position in ZENA in Q2 2025 and has held it in 4 quarters since. The position peaked at $74.3K in Q3 2025. 37 funds tracked by Wall St. Rank hold ZENA as of Q1 2026.

  • LPL Financial held 22,364 shares of ZenaTech Inc worth $51.2K as of Q1 2026.
  • LPL Financial bought 10,071 ZenaTech Inc shares in Q1 2026, an estimated $30.5K.
  • ZenaTech Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5782 holding.
  • LPL Financial first reported a position in ZenaTech Inc in Q2 2025 and has held it in 4 quarters since.
  • LPL Financial's ZenaTech Inc position peaked at $74.3K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held ZenaTech Inc as of Q1 2026.

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