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Choreo LLC’s LPL Financial LPLA Stock Holding History

Choreo LLC’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 		$1.02M Sell
3,631
-432
-11% -$130K 0.01% 633
2026
Q1 		$1.22M Buy
4,063
+2,248
+124% +$754K 0.02% 544
2025
Q4 		$653K Sell
1,815
-96
-5% -$34K 0.01% 803
2025
Q3 		$636K Sell
1,911
-2,128
-53% -$771K 0.01% 821
2025
Q2 		$1.51M Buy
4,039
+639
+19% +$224K 0.02% 438
2025
Q1 		$1.11M Buy
3,400
+1,702
+100% +$593K 0.02% 519
2024
Q4 		$555K Buy
1,698
+641
+61% +$190K 0.01% 849
2024
Q3 		$243K Sell
1,057
-417
-28% -$94K ﹤0.01% 1343
2024
Q2 		$415K Buy
+1,474
New +$400K 0.01% 905

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 $3.37T AUM 44.26% 1-Year Est. Return

Choreo LLC's LPLA Position: Q2 2026 in Review

Choreo LLC reduced its LPL Financial (LPLA) stake by 11% in Q2 2026, selling an estimated $130K and leaving 3,631 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #633.

Choreo LLC first reported a position in LPLA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2025. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Choreo LLC held 3,631 shares of LPL Financial worth $1.02M as of Q2 2026.
  • Choreo LLC sold 432 LPL Financial shares in Q2 2026, an estimated $130K.
  • LPL Financial made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #633 holding.
  • Choreo LLC first reported a position in LPL Financial in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's LPL Financial position peaked at $1.51M in Q2 2025.
  • 765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.