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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $187B AUM 18.48% 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

CBIZ Investment Advisory Services's LPLA Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its LPL Financial (LPLA) stake by 25% in Q1 2026, selling an estimated $671 and leaving 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 4 quarters since. The position peaked at $3.99K in Q3 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • CBIZ Investment Advisory Services held 6 shares of LPL Financial worth $1.8K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 2 LPL Financial shares in Q1 2026, an estimated $671.
  • LPL Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #350 holding.
  • CBIZ Investment Advisory Services first reported a position in LPL Financial in Q2 2025 and has held it in 4 quarters since.
  • CBIZ Investment Advisory Services's LPL Financial position peaked at $3.99K in Q3 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.