Citigroup’s LPL Financial LPLA Stock Holding History

Citigroup’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
2019 Q3	–	Sell	-15,000	Closed	-$1.22M	–	7756
2019 Q2	$1.22M	Buy	+15,000	New	+$1.19M	﹤0.01%	3395

Other funds holding LPLA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup's LPLA Position: Q2 2026 in Review

Citigroup reduced its LPL Financial (LPLA) stake by 49% in Q2 2026, selling an estimated $19M and leaving 65,397 shares worth $18.4M. The position accounts for 0.01% of the portfolio, ranked #1208.

Citigroup first reported a position in LPLA in Q2 2013 and has held it in 53 quarters since. The position peaked at $96M in Q2 2015. 765 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

Citigroup held 65,397 shares of LPL Financial worth $18.4M as of Q2 2026.
Citigroup sold 63,200 LPL Financial shares in Q2 2026, an estimated $19M.
LPL Financial made up 0.01% of Citigroup's portfolio in Q2 2026, its #1208 holding.
Citigroup first reported a position in LPL Financial in Q2 2013 and has held it in 53 quarters since.
Citigroup's LPL Financial position peaked at $96M in Q2 2015.
765 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.