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Compass Financial Services’s LPL Financial LPLA Stock Holding History

Compass Financial Services’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
-246
Closed -$87.8K – 166
2025
Q4 		$87.8K Hold
246
– – 0.04% 73
2025
Q3 		$81.7K Buy
246
+1
+0.4% +$362 0.04% 78
2025
Q2 		$92K Buy
245
+16
+7% +$5.61K 0.04% 71
2025
Q1 		$75K Buy
229
+29
+15% +$10.1K 0.04% 61
2024
Q4 		$65.3K Buy
+200
New +$59.1K 0.04% 57

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Compass Financial Services's LPLA Position: Q1 2026 in Review

Compass Financial Services sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 246 shares — an estimated $87.8K sold.

Compass Financial Services first reported a position in LPLA in Q4 2024 and held it in 5 quarters. The position peaked at $92K in Q2 2025. 768 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

  • Compass Financial Services reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 246 LPL Financial shares in Q1 2026, an estimated $87.8K.
  • Compass Financial Services first reported a position in LPL Financial in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's LPL Financial position peaked at $92K in Q2 2025.
  • 768 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

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