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

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Citigroup's LPLA Position: Q3 2026 in Review

Citigroup increased its LPL Financial (LPLA) stake by 16% in Q3 2026, buying an estimated $3.45M and bringing the position to 75,535 shares worth $23.1M. The position accounts for 0.01% of the portfolio, ranked #1124.

Citigroup first reported a position in LPLA in Q2 2013 and has held it in 54 quarters since. The position peaked at $96M in Q2 2015. 443 funds tracked by Wall St. Rank hold LPLA as of Q3 2026.

  • Citigroup held 75,535 shares of LPL Financial worth $23.1M as of Q3 2026.
  • Citigroup bought 10,138 LPL Financial shares in Q3 2026, an estimated $3.45M.
  • LPL Financial made up 0.01% of Citigroup's portfolio in Q3 2026, its #1124 holding.
  • Citigroup first reported a position in LPL Financial in Q2 2013 and has held it in 54 quarters since.
  • Citigroup's LPL Financial position peaked at $96M in Q2 2015.
  • 443 funds tracked by Wall St. Rank held LPL Financial as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.