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Citizens Financial Group’s LPL Financial LPLA Stock Holding History

Citizens Financial Group’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
-904
Closed -$323K – 892
2025
Q4 		$323K Buy
+904
New +$320K ﹤0.01% 642
2020
Q3 		– Sell
-118
Closed -$9K – 624
2020
Q2 		$9K Sell
118
-81
-41% -$5.41K ﹤0.01% 787
2020
Q1 		$11K Buy
+199
New +$16K ﹤0.01% 729

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

Citizens Financial Group's LPLA Position: Q1 2026 in Review

Citizens Financial Group sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 904 shares — an estimated $323K sold.

Citizens Financial Group first reported a position in LPLA in Q1 2020 and held it in 3 quarters. The position peaked at $323K in Q4 2025. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Citizens Financial Group reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Citizens Financial Group sold 904 LPL Financial shares in Q1 2026, an estimated $323K.
  • Citizens Financial Group first reported a position in LPL Financial in Q1 2020 and held it in 3 quarters.
  • Citizens Financial Group's LPL Financial position peaked at $323K in Q4 2025.
  • 763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.