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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
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 $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

Choreo LLC's LPLA Position: Q1 2026 in Review

Choreo LLC increased its LPL Financial (LPLA) stake by 124% in Q1 2026, buying an estimated $754K and bringing the position to 4,063 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #544.

Choreo LLC first reported a position in LPLA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q2 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Choreo LLC held 4,063 shares of LPL Financial worth $1.22M as of Q1 2026.
  • Choreo LLC bought 2,248 LPL Financial shares in Q1 2026, an estimated $754K.
  • LPL Financial made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #544 holding.
  • Choreo LLC first reported a position in LPL Financial in Q2 2024 and has held it in 8 quarters since.
  • Choreo LLC's LPL Financial position peaked at $1.51M in Q2 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.