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CBIZ Investment Advisory Services’s LPL Financial LPLA Stock Holding History

CBIZ Investment Advisory Services’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
Q2 		$1.8K Hold
6
– – ﹤0.01% 350
2026
Q1 		$1.8K Sell
6
-2
-25% -$671 ﹤0.01% 350
2025
Q4 		$2.86K Sell
8
-4
-33% -$1.42K ﹤0.01% 597
2025
Q3 		$3.99K Buy
12
+7
+140% +$2.54K ﹤0.01% 489
2025
Q2 		$1.88K Buy
+5
New +$1.75K ﹤0.01% 548

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CBIZ Investment Advisory Services's LPLA Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its LPL Financial (LPLA) position steady in Q2 2026 at 6 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

CBIZ Investment Advisory Services first reported a position in LPLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.99K in Q3 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • CBIZ Investment Advisory Services held 6 shares of LPL Financial worth $1.8K as of Q2 2026.
  • CBIZ Investment Advisory Services left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #350 holding.
  • CBIZ Investment Advisory Services first reported a position in LPL Financial in Q2 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's LPL Financial position peaked at $3.99K in Q3 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.