CI Investments Inc
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CI Investments Inc’s LPL Financial LPLA Stock Holding History

CI Investments Inc’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
-645
Closed -$230K – 656
2025
Q4 		$230K Sell
645
-433
-40% -$153K ﹤0.01% 606
2025
Q3 		$359K Sell
1,078
-29
-3% -$10.5K ﹤0.01% 578
2025
Q2 		$415K Buy
1,107
+44
+4% +$15.4K ﹤0.01% 553
2025
Q1 		$348K Buy
1,063
+158
+17% +$55K ﹤0.01% 598
2024
Q4 		$295K Buy
905
+283
+45% +$83.7K ﹤0.01% 633
2024
Q3 		$145K Sell
622
-19
-3% -$4.28K ﹤0.01% 749
2024
Q2 		$179K Buy
641
+59
+10% +$16K ﹤0.01% 658
2024
Q1 		$154K Buy
582
+83
+17% +$20.9K ﹤0.01% 773
2023
Q4 		$114K Sell
499
-12
-2% -$2.7K ﹤0.01% 803
2023
Q3 		$121K Buy
511
+14
+3% +$3.25K ﹤0.01% 787
2023
Q2 		$108K Sell
497
-37,787
-99% -$7.57M ﹤0.01% 772
2023
Q1 		$7.75M Buy
38,284
+36,020
+1,591% +$8.23M 0.04% 251
2022
Q4 		$489K Sell
2,264
-34
-1% -$7.95K ﹤0.01% 441
2022
Q3 		$502K Sell
2,298
-1,656
-42% -$352K ﹤0.01% 425
2022
Q2 		$729K Sell
3,954
-610
-13% -$116K ﹤0.01% 410
2022
Q1 		$834K Sell
4,564
-1,898
-29% -$331K ﹤0.01% 458
2021
Q4 		$1.03M Sell
6,462
-302
-4% -$49.8K ﹤0.01% 448
2021
Q3 		$1.06M Buy
6,764
+704
+12% +$101K ﹤0.01% 452
2021
Q2 		$818K Buy
6,060
+355
+6% +$51.6K ﹤0.01% 505
2021
Q1 		$811K Sell
5,705
-820
-13% -$105K ﹤0.01% 418
2020
Q4 		$680K Buy
6,525
+539
+9% +$48.4K ﹤0.01% 431
2020
Q3 		$459K Sell
5,986
-354
-6% -$28.1K ﹤0.01% 420
2020
Q2 		$497K Buy
6,340
+698
+12% +$46.6K ﹤0.01% 387
2020
Q1 		$307K Sell
5,642
-122
-2% -$9.84K ﹤0.01% 448
2019
Q4 		$532K Sell
5,764
-2,050
-26% -$176K ﹤0.01% 439
2019
Q3 		$640K Buy
+7,814
New +$625K ﹤0.01% 403

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $204B AUM 27.99% 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

CI Investments Inc's LPLA Position: Q1 2026 in Review

CI Investments Inc sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 645 shares — an estimated $230K sold.

CI Investments Inc first reported a position in LPLA in Q3 2019 and held it in 26 quarters. The position peaked at $7.75M in Q1 2023. 766 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • CI Investments Inc reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • CI Investments Inc sold 645 LPL Financial shares in Q1 2026, an estimated $230K.
  • CI Investments Inc first reported a position in LPL Financial in Q3 2019 and held it in 26 quarters.
  • CI Investments Inc's LPL Financial position peaked at $7.75M in Q1 2023.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on CI Investments Inc's 13F filing for Q1 2026, filed 13 May 2026.