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Cary Street Partners Investment Advisory’s LPL Financial LPLA Stock Holding History

Cary Street Partners Investment Advisory’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
-355
Closed -$127K – 712
2025
Q4 		$127K Buy
+355
New +$126K 0.03% 392
2023
Q4 		– Sell
-261
Closed -$62.1K – 1313
2023
Q3 		$62.1K Buy
261
+231
+770% +$53.6K ﹤0.01% 808
2023
Q2 		$6.55K Hold
30
– – ﹤0.01% 1342
2023
Q1 		$6.09K Hold
30
– – ﹤0.01% 1276
2022
Q4 		$6.49K Buy
+30
New +$7.01K ﹤0.01% 1260

Other funds holding LPLA

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
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
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's LPLA Position: Q1 2026 in Review

Cary Street Partners Investment Advisory sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 355 shares — an estimated $127K sold.

Cary Street Partners Investment Advisory first reported a position in LPLA in Q4 2022 and held it in 5 quarters. The position peaked at $127K in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Cary Street Partners Investment Advisory reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 355 LPL Financial shares in Q1 2026, an estimated $127K.
  • Cary Street Partners Investment Advisory first reported a position in LPL Financial in Q4 2022 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's LPL Financial position peaked at $127K in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.