PlanVest Financial’s Lipocine LPCN Stock Holding History

PlanVest Financial’s Portfolio LPCN Stock Details LPCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$284	Hold	111	–	–	﹤0.01%	576
2026 Q1	$887	Buy	+111	New	+$967	﹤0.01%	524

Other funds holding LPCN

SCM

Squadron Capital Management Westmont, Illinois $322M AUM

Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return

Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

PlanVest Financial's LPCN Position: Q2 2026 in Review

PlanVest Financial held its Lipocine (LPCN) position steady in Q2 2026 at 111 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #576.

PlanVest Financial first reported a position in LPCN in Q1 2026 and has held it in 2 quarters since. The position peaked at $887 in Q1 2026. 34 funds tracked by Wall St. Rank hold LPCN as of Q2 2026.

PlanVest Financial held 111 shares of Lipocine worth $284 as of Q2 2026.
PlanVest Financial left its Lipocine share count unchanged in Q2 2026.
Lipocine made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #576 holding.
PlanVest Financial first reported a position in Lipocine in Q1 2026 and has held it in 2 quarters since.
PlanVest Financial's Lipocine position peaked at $887 in Q1 2026.
34 funds tracked by Wall St. Rank held Lipocine as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.