CFO4Life Group’s LPL Financial LPLA Stock Holding History

CFO4Life 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	-583	Closed	-$208K	–	231
2025 Q4	$208K	Buy	+583	New	+$206K	0.03%	224
2025 Q3	–	Sell	-565	Closed	-$212K	–	244
2025 Q2	$212K	Buy	+565	New	+$198K	0.03%	210

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

CFO4Life Group's LPLA Position: Q1 2026 in Review

CFO4Life Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 583 shares — an estimated $208K sold.

CFO4Life Group first reported a position in LPLA in Q2 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

CFO4Life Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
CFO4Life Group sold 583 LPL Financial shares in Q1 2026, an estimated $208K.
CFO4Life Group first reported a position in LPL Financial in Q2 2025 and held it in 2 quarters.
CFO4Life Group's LPL Financial position peaked at $212K in Q2 2025.
768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.