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Plan Group Financial’s Live Nation Entertainment LYV Stock Holding History

Plan Group Financial’s Portfolio LYV Stock Details LYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
1,471
-579
-28% -$95.2K 0.06% 190
2026
Q1 		$313K Sell
2,050
-302
-13% -$45.7K 0.07% 166
2025
Q4 		$335K Sell
2,352
-661
-22% -$95K 0.09% 144
2025
Q3 		$492K Sell
3,013
-42
-1% -$6.64K 0.13% 119
2025
Q2 		$462K Buy
3,055
+483
+19% +$66.5K 0.15% 108
2025
Q1 		$336K Buy
2,572
+953
+59% +$130K 0.12% 114
2024
Q4 		$210K Buy
+1,619
New +$204K 0.11% 109

Other funds holding LYV

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Plan Group Financial's LYV Position: Q2 2026 in Review

Plan Group Financial reduced its Live Nation Entertainment (LYV) stake by 28% in Q2 2026, selling an estimated $95.2K and leaving 1,471 shares worth $269K. The position accounts for 0.06% of the portfolio, ranked #190.

Plan Group Financial first reported a position in LYV in Q4 2024 and has held it in 7 quarters since. The position peaked at $492K in Q3 2025. 849 funds tracked by Wall St. Rank hold LYV as of Q2 2026.

  • Plan Group Financial held 1,471 shares of Live Nation Entertainment worth $269K as of Q2 2026.
  • Plan Group Financial sold 579 Live Nation Entertainment shares in Q2 2026, an estimated $95.2K.
  • Live Nation Entertainment made up 0.06% of Plan Group Financial's portfolio in Q2 2026, its #190 holding.
  • Plan Group Financial first reported a position in Live Nation Entertainment in Q4 2024 and has held it in 7 quarters since.
  • Plan Group Financial's Live Nation Entertainment position peaked at $492K in Q3 2025.
  • 849 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.