Cary Street Partners’s LPL Financial LPLA Stock Holding History

Cary Street Partners’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	-964	Closed	-$344K	–	1017
2025 Q4	$344K	Buy	+964	New	+$341K	0.01%	695

Other funds holding LPLA

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Cary Street Partners sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 964 shares — an estimated $344K sold.

Cary Street Partners first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $344K in Q4 2025. 767 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Cary Street Partners reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Cary Street Partners sold 964 LPL Financial shares in Q1 2026, an estimated $344K.
Cary Street Partners first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
Cary Street Partners's LPL Financial position peaked at $344K in Q4 2025.
767 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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