De Burlo Group’s LPL Financial LPLA Stock Holding History

De Burlo 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	$301K	Hold	1,000	–	–	0.07%	79
2025 Q4	$357K	Hold	1,000	–	–	0.04%	72
2025 Q3	$333K	Hold	1,000	–	–	0.04%	72
2025 Q2	$375K	Hold	1,000	–	–	0.05%	72
2025 Q1	$327K	Hold	1,000	–	–	0.05%	71
2024 Q4	$327K	Buy	+1,000	New	+$296K	0.04%	73
2024 Q3	–	Sell	-750	Closed	-$209K	–	83
2024 Q2	$209K	Buy	+750	New	+$204K	0.03%	79
2023 Q2	–	Sell	-6,600	Closed	-$1.34M	–	89
2023 Q1	$1.34M	Buy	+6,600	New	+$1.51M	0.26%	57

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

De Burlo Group's LPLA Position: Q1 2026 in Review

De Burlo Group held its LPL Financial (LPLA) position steady in Q1 2026 at 1,000 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #79.

De Burlo Group first reported a position in LPLA in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.34M in Q1 2023. 763 funds tracked by Wall St. Rank hold LPLA as of Q1 2026.

De Burlo Group held 1,000 shares of LPL Financial worth $301K as of Q1 2026.
De Burlo Group left its LPL Financial share count unchanged in Q1 2026.
LPL Financial made up 0.07% of De Burlo Group's portfolio in Q1 2026, its #79 holding.
De Burlo Group first reported a position in LPL Financial in Q1 2023 and has held it in 8 quarters since.
De Burlo Group's LPL Financial position peaked at $1.34M in Q1 2023.
763 funds tracked by Wall St. Rank held LPL Financial as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.