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Checchi Capital Advisers’s LPL Financial LPLA Stock Holding History

Checchi Capital Advisers’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
-663
Closed -$237K – 614
2025
Q4 		$237K Sell
663
-19
-3% -$6.72K 0.01% 490
2025
Q3 		$227K Buy
682
+13
+2% +$4.71K 0.01% 508
2025
Q2 		$251K Sell
669
-49
-7% -$17.2K 0.01% 496
2025
Q1 		$235K Buy
+718
New +$250K 0.01% 524
2022
Q4 		– Sell
-929
Closed -$203K – 567
2022
Q3 		$203K Buy
+929
New +$198K 0.02% 512
2016
Q3 		– Sell
-497
Closed -$11K – 862
2016
Q2 		$11K Sell
497
-753
-60% -$18.9K ﹤0.01% 1273
2016
Q1 		$31K Buy
+1,250
New +$33.7K 0.01% 986

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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

Checchi Capital Advisers's LPLA Position: Q1 2026 in Review

Checchi Capital Advisers sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 663 shares — an estimated $237K sold.

Checchi Capital Advisers first reported a position in LPLA in Q1 2016 and held it in 7 quarters. The position peaked at $251K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Checchi Capital Advisers reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Checchi Capital Advisers sold 663 LPL Financial shares in Q1 2026, an estimated $237K.
  • Checchi Capital Advisers first reported a position in LPL Financial in Q1 2016 and held it in 7 quarters.
  • Checchi Capital Advisers's LPL Financial position peaked at $251K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.