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Chung Wu Investment Group’s LPL Financial LPLA Stock Holding History

Chung Wu Investment 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 		$30.1K Hold
100
– – 0.03% 153
2025
Q4 		$35.7K Buy
100
+20
+25% +$7.07K 0.03% 150
2025
Q3 		$26.6K Buy
+80
New +$29K 0.02% 165

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

Chung Wu Investment Group's LPLA Position: Q1 2026 in Review

Chung Wu Investment Group held its LPL Financial (LPLA) position steady in Q1 2026 at 100 shares worth $30.1K. The position accounts for 0.03% of the portfolio, ranked #153.

Chung Wu Investment Group first reported a position in LPLA in Q3 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Chung Wu Investment Group held 100 shares of LPL Financial worth $30.1K as of Q1 2026.
  • Chung Wu Investment Group left its LPL Financial share count unchanged in Q1 2026.
  • LPL Financial made up 0.03% of Chung Wu Investment Group's portfolio in Q1 2026, its #153 holding.
  • Chung Wu Investment Group first reported a position in LPL Financial in Q3 2025 and has held it in 3 quarters since.
  • Chung Wu Investment Group's LPL Financial position peaked at $35.7K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.