Cypress Wealth Services’s LPL Financial LPLA Stock Holding History

Cypress Wealth 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	-661	Closed	-$236K	–	410
2025 Q4	$236K	Buy	+661	New	+$234K	0.03%	347

Other funds holding LPLA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cypress Wealth Services's LPLA Position: Q1 2026 in Review

Cypress Wealth Services sold out of LPL Financial (LPLA) in Q1 2026, closing a stake of 661 shares — an estimated $236K sold.

Cypress Wealth Services first reported a position in LPLA in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 764 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

Cypress Wealth Services reported no remaining LPL Financial position as of Q1 2026 after selling out during the quarter.
Cypress Wealth Services sold 661 LPL Financial shares in Q1 2026, an estimated $236K.
Cypress Wealth Services first reported a position in LPL Financial in Q4 2025 and held it in 1 quarter.
Cypress Wealth Services's LPL Financial position peaked at $236K in Q4 2025.
764 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on Cypress Wealth Services's 13F filing for Q1 2026, filed 15 Apr 2026.