Birch Financial Group’s LPL Financial LPLA Stock Holding History

Birch Financial Group’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-654	Closed	-$234K	–	141
2025 Q4	$234K	Sell	654 -13	-2%	-$4.6K	0.13%	118
2025 Q3	$222K	Buy	667 +4	+0.6%	+$1.45K	0.13%	117
2025 Q2	$249K	Buy	663 +3	+0.5%	+$1.05K	0.2%	94
2025 Q1	$216K	Sell	660 -57	-8%	-$19.8K	0.19%	98
2024 Q4	$234K	Buy	+717	New	+$212K	0.26%	76

Other funds holding LPLA

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Birch Financial Group's LPLA Position: Q1 2026 in Review

Birch Financial Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 654 shares — an estimated $234K sold.

Birch Financial Group first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $249K in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Birch Financial Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Birch Financial Group sold 654 LPL Financial shares in Q1 2026, an estimated $234K.
Birch Financial Group first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
Birch Financial Group's LPL Financial position peaked at $249K in Q2 2025.
766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Birch Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.