Citigroup
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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
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

Citigroup's LPLA Position: Q1 2026 in Review

Citigroup increased its LPL Financial (LPLA) stake by 30% in Q1 2026, buying an estimated $9.88M and bringing the position to 128,597 shares worth $38.7M. The position accounts for 0.02% of the portfolio, ranked #744.

Citigroup first reported a position in LPLA in Q2 2013 and has held it in 52 quarters since. The position peaked at $96M in Q2 2015. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Citigroup held 128,597 shares of LPL Financial worth $38.7M as of Q1 2026.
  • Citigroup bought 29,441 LPL Financial shares in Q1 2026, an estimated $9.88M.
  • LPL Financial made up 0.02% of Citigroup's portfolio in Q1 2026, its #744 holding.
  • Citigroup first reported a position in LPL Financial in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's LPL Financial position peaked at $96M in Q2 2015.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.