CIBC World Markets’s LPL Financial LPLA Stock Holding History

CIBC World Markets’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
2025 Q4	$992K	Buy	+2,776	New	+$982K	﹤0.01%	736
2025 Q2	$1.25M	Sell	3,330 -77	-2%	-$27K	0.01%	641
2025 Q1	$1.11M	Buy	3,407 +24	+0.7%	+$8.36K	0.01%	653
2024 Q4	$1.1M	Sell	3,383 -970	-22%	-$287K	0.01%	604
2024 Q3	$1.01M	Sell	4,353 -93,162	-96%	-$21M	0.01%	612
2024 Q2	$27.2M	Sell	97,515 -1,138	-1%	-$309K	0.18%	90
2024 Q1	$26.1M	Buy	98,653 +96,545	+4,580%	+$24.4M	0.17%	96
2023 Q4	$480K	Buy	+2,108	New	+$474K	﹤0.01%	656
2020 Q2	–	Sell	-26,500	Closed	-$1.44M	–	585
2020 Q1	$1.44M	Sell	26,500 -16,900	-39%	-$1.36M	0.02%	392
2019 Q4	$4M	Buy	+43,400	New	+$3.72M	0.03%	446

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

CIBC World Markets's LPLA Position: Q4 2025 in Review

CIBC World Markets opened a new position in LPL Financial (LPLA) in Q4 2025: 2,776 shares worth $992K. The stake represents ﹤0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in LPLA as recently as Q2 2025.

CIBC World Markets first reported a position in LPLA in Q4 2019 and has held it in 10 quarters since. The position peaked at $27.2M in Q2 2024. 825 funds tracked by Wall St. Rank hold LPLA as of Q4 2025.

CIBC World Markets held 2,776 shares of LPL Financial worth $992K as of Q4 2025.
LPL Financial was a new CIBC World Markets position in Q4 2025.
LPL Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #736 holding.
CIBC World Markets first reported a position in LPL Financial in Q4 2019 and has held it in 10 quarters since.
CIBC World Markets's LPL Financial position peaked at $27.2M in Q2 2024.
825 funds tracked by Wall St. Rank held LPL Financial as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.